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Inheritance Tax

Our partners can help you reduce taxes and maximize the wealth you give to your children and loved ones.

There are several ways we can help.

  • Help write a will
  • Explore exemptions that may help reduce your tax liability
  • Gifts-If you can afford to transfer some of the assets you own, you may be able to reduce the size of your real estate
  • Life Insurance-The tax liability is not reduced, but the proceeds can be used to pay the bill at the time of death
  • Trust-Trust, if carefully structured, can help reduce or even eliminate IHT liability