Tax Planning

The articles in our tax planning section illustrate ways to help you and your loved ones save the most in income, gift, and estate taxes, and include most of the alphabet soup of the estate planning world.

If you already have an estate plan, find out how the recent tax law changes will affect your tax planning strategy and get a copy of the new exemption schedule. You'll learn ways to protect your assets against the Generation Skipping Transfer Tax (GST), and the perils of gifting joint tenancy property. Discover how a private annuity can save you gift taxes.

It's never too early to make gifts to your minor children...tax planning that reallocates income to children can save you lots of money. Provide for their future by taking advantage of the QSTP for educational giving.

Please contact us to discuss setting up your tax planning strategy or if you have any questions about the information you find on our site.

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