Estate Tax Planning

When does estate tax planning become necessary when planning your estate? In 1999, an estate that had a net value of $650,000 or more would have had taxes imposed upon it. That amount is increasing in increments, and in 2006, an estate will have to have a value of $1,000,000 in order to be subject to estate tax. Planning ahead with a qualified tax lawyer will save significant amounts of money.

Your elder law attorney from the law offices of James E. Berge specializes in this area of law and is an expert at developing customized estate tax planning strategies to minimize the impact of transfer taxes on your estate. You will be presented with simpler options such as credit shelter trusts or more sophisticated strategies like the use of family limited liability companies, as your situation requires.

Avoid pitfalls such as GST Tax when a beneficiary dies early...your estate tax planning lawyer will be able to plan against all eventualities and give you peace of mind.

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