Wills, Trusts, and Estate Planning

Wills, Trusts, and Estate Planning

It is said that a person drafts a will not for himself but for his heirs.  Wills and accompanying documents reduce heir disputes and confusion. As a Tax Attorney who has experience in Estates we will provide you with a sound estate plan including tax minimization strategies.

Tax issues have been greatly reduced with the advent of portability rules.  However, there are still many tax traps lurking.  We can provide you with a quick check up.

To name a few, some issues (even for small estates) include:

  • Bump up in basis and basis lock in.
  • Retirement accounts
  • Final tax return and strategic estate tax return.

The most important part of an estate plan is to have one.  We would be pleased to perform a quality estate plan for you.