Minimizing Your Beneficiaries' Tax Obligations

A comprehensive estate plan not only expresses your wishes but also protects beneficiaries from being saddled with unnecessary estate taxes. After working hard to create your estate, the last thing you want is to leave a tax obligation for your beneficiaries. To ensure you are on solid footing when it comes to the estate tax, it is crucial to discuss your situation with an experienced estate tax planning attorney.

In Florida, the law firm of Fisher & Wilsey, P.A., has been providing clients with legal assistance since 1962. We take the time to learn about our clients' estate planning goals and tailor our representation to meet those needs. We are pleased to have built relationships with several generations of the same family in the Tampa-St. Petersburg area. Call 888-312-1474 or 727-369-8572 to schedule an initial consultation to discuss your tax concerns.

Experience To Safeguard Your Estate From Excessive Taxation

Attorney Steven M. Wilsey is an estate planning attorney as well as a certified public accountant (CPA). You can trust him to help you put your affairs in order and protect your assets from the estate tax.

Whether you are donating money to charity, gifting money or setting up a sheltered trust, there are many good strategies for protecting your assets from burdensome taxes.

The annual gift tax exclusion allows individuals to give a recipient up to $14,000 per person per year. Unlike other monetary gifts that exceed this amount, there are no taxes imposed on this gift and this gift does not affect the lifetime gift exclusion. This exclusion also applies to noncash gifts such as property, stocks, or bonds.

There's Never A Bad Time To Save Money

You've worked hard for everything you have. With proper estate tax planning, you can minimize taxation and provide more of your hard-earned assets to your beneficiaries. Review our estate planning resource page for more information on taxation matters.

Call 888-312-1474 or 727-369-8572 or contact us online to schedule a consultation with an experienced estate tax planning attorney.