Addressing Tax Matters Is Vital to Successful Estate Planning
In order to be truly effective, any estate planning package should take all tax considerations into account. The capable team at the Cape Cod and Wellesley Law Offices of Kathleen Fowler helps individuals and families maximize the value of their estates by creating and funding intelligent tax minimization strategies.
Our goal is simple: to help clients ensure that their hard-earned assets continue to be of benefit to their heirs, beneficiaries or designated charitable recipients. Our attorneys understand that every dollar lost to taxes unnecessarily paid to the state or federal government significantly reduces value for the family and future generations.
To discuss your estate and tax planning needs with an experienced attorney at our firm, please contact us today for a free and informative consultation.
A Comprehensive and Sophisticated Approach to Tax Planning
Our tax planning practice is multifaceted and designed to help clients achieve important goals, such as:
- Minimize estate tax upon your passing
- Use estate planning techniques to minimize income tax and capital gains tax burden during your lifetime
- Take advantage of gift tax exemptions to reduce the overall tax burden on an estate
- Maximize the benefits to the family through the use of the generation-skipping tax exemption
- Integrate creditor protection for your beneficiaries in your comprehensive estate and tax planning package
- Coordinate your investment strategies with tax planning strategies
We also assist our clients in tax preparation, multigenerational tax planning and management of all tax matters during the probate and/or estate administration process. Few estate planning attorneys offer this level of experience and sophisticated service in tax matters.
We also provide income tax and capital gain tax saving advice to our clients in many other capacities, including ROTH IRA rollover decisions, beneficiary designations for stretch IRA planning, sales of assets in 1031 transactions or to intentionally defective irrevocable trusts, charitable remainder trust planning, comparative bracket analyses between individuals and trusts and other income tax reduction strategies.
If you recognize the importance of addressing tax matters as part of a comprehensive plan, please call the Law Offices of Kathleen Fowler in Dennis on Cape Cod at 508-619-2260 or Wellesley at 781-489-3068, or send us an e-mail now for answers to your questions or to request an appointment for a free and informative consultation with an experienced lawyer.
