Collecting more taxes than is absolutely necessary is legalized robbery" Calvin Coolidge 30th President of the United States.

 The tax on large estates is the most egregious "success penalty" contained in the U.S. Tax Code. The Federal Estate Tax rate of 37%, combined with your States Estate Tax rate, can mean that upwards of 40% (above your Lifetime Exemption Amount*) of the assets you accumulated are transferred to your silent partner-the government- at the time of your death.  Work with us and we will structure your estate to help you reduce the estate tax owed and minimize the impact of the taxes you must pay.   We will help your Family keep the assets that you earned.

  Whenever a highly appreciated asset is sold-real estate, a concentrated stock position or a closely held business-  

the IRS will be there to take a big share of your profits.   Work with us and we will help you structure the sale so you pay the minimal legal amount possible and keep more of your profits-that you earned.**

If you should ever need to move to a nursing home or assisted living facility you will want to move to the best facility you can find.  The best way to guarantee that you will be able to go to the facility that you choose is to have the money to pay for it-no matter the cost.

Work with us and we can show you the best -most tax advantaged methods- to grow the funds that you have allocated for your future health care plans.***

  U.S. Tax Code Citations:

1. * Internal Revenue Service Publication 559- Lifetime Exemption Amount for Tax Year 2024-$13,610,000
2. ** 26 U.S. Code 453- Installment Method.
3. *** Internal Revenue Service Publication 525-Taxable and Nontaxable Income