Although not initially obvious, what you intend to leave to your loved ones from your Estate could be substantially reduced because of a requirement to pay estate and/or income taxes. Just as it is prudent to minimize tax payments from year to year, it is prudent to minimize tax payments after you have died. I will help minimize taxes on your estate by developing the right Estate Plan for you.
A move in the right direction to increase the inheritance of your beneficiaries begins with paying no more annual income tax than you legally should. I will consult with you through the year to advise of advantages available through changes in the income tax code and prepare your annual return efficiently.