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Some people have an outdated or overly simple estate plan that was not designed with the goal of minimizing the overall long-term tax burden on their assets, whether through estate or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

Committed To Understanding Your Goals And Delivering Results

At Emert Law Firm, LLC, we are committed to helping clients design the most effective and personalized estate plan by carefully balancing their situations and priorities. Our tax planning attorney Steve Emert has more than a dozen years of experience and understands how to make estate planning tools, such as wills and trusts, work together to deliver the results you need.

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

Contact Our Firm For Tailored Tax Planning

For legal representation that is tailored to minimize tax issues in your estate plan, turn to Emert Law Firm, LLC. Schedule a free consultation with a lawyer online or call us at 678-926-9284. To receive a free consultation, we ask that you complete an online questionnaire and bring your answers to our appointment.