Protecting Your Estate Through Effective Tax Planning

No matter how you have acquired the assets you own, whether through a lifetime of hard work or through an inheritance, you undoubtedly want to retain as much as possible. It's always a smart idea to consider how an effective estate plan can assist in protecting the value of your estate from excess and unnecessary taxation.

After passage of the American Taxpayer Relief Act (ATRA) in 2012, the fact is that most estates will have sufficient exemptions to protect most, if not all of the assets from estate taxes at death. Today, the greater need tends to be income tax planning.

Some people have an outdated or overly simple estate plan that was not designed with the goal of minimizing the overall long-term tax burden on their assets, whether through estate or income taxes. At Emert Law Firm, LLC, we can help you understand how to protect your estate from excess taxation through sound estate planning.

Committed To Understanding Your Needs

I am attorney Steve Emert, founding attorney of Emert Law Firm, LLC. I am committed to helping my clients secure design the most effective and personalized estate plan by carefully balancing their situation and priorities. I have more than a dozen years of experience and understand how to make the various estate planning tools such as wills and trusts work together to deliver the results my clients need.

I offer a free initial consultation to prospective clients who submit an estate planning questionnaire prior to the first meeting. Having information beforehand allows me to come prepared with options that are tailored to meet your estate and tax planning needs.

Tax Planning Attorney Serving Duluth, Georgia, And All Of Northeast Atlanta

For legal representation that is tailored to minimize tax issues in your estate plan, turn to Emert Law Firm, LLC. To get started, simply click here to schedule a free initial consultation now, or call us at 678-926-9284.

Emert Law Firm, LLC has offices in Duluth and to better serve your needs.