Sarasota Wills, Trusts & Probate Attorneys: Estate Planning

Estate Planning

Estate Tax Planning

Estate & Gift Tax - These are transfer taxes levied against transfers from one individual to another. So long as both spouses are U.S. citizens, spouses may make unlimited gifts between each other tax free. These taxes may be greatly reduced with proper planning. Click here for personalized information on your Estate Tax needs.

Gifting - One of the most expeditious methods of avoiding estate taxes is giving assets away. Of course, this also means losing control of those assets. However, properly planned, assets may be controlled as long as possible and taxable dollars can be replaced with tax free dollars.

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