Representative Work

Representative Work: Estate Tax Savings

A husband and wife requested our assistance in structuring their estate plan. Based on reports they had heard in the news, they mistakenly assumed their estates would not be subject to any estate taxes. After reviewing their assets, we discovered that without any tax planning their estate would owe more than $430,000 of estate taxes on the surviving spouse's death.

We worked with the clients to establish a joint revocable trust with tax planning provisions. As their estate plan is now structured, with current estate size and tax laws, there will be no estate tax due on the first spouse's death – and little, if any, estate tax due on the death of the second spouse.


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