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Estate & Financial Planning

Estate planning without taxes

PERSPECTIVES IN THIS ISSUE Estate planning Estate planning without taxesIntro to trustsAn avoidable tax disasterA tax disaster avoided Retirement planning    An outstanding retirement deal March 2022 Estate planning without taxes   Put your beneficiaries first. The traditional “hot button” that motivates people to see their lawyers about estate planning is taxation. Death taxes—inheritance taxes, estate taxes, federal taxes, state taxes—have taken a notorious toll on unplanned estates over the years. With sound planning, that burden can be lightened or even eliminated. In some cases, the tax savings easily cover the cost of the attorney’s fees for creating the estate plan. However, that hot button has cooled considerably in recent years, as the federal estate tax has been increasingly targeted to

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