Estate Tax Planning

Estate tax planning is the process of arranging and managing an individual’s assets and affairs to minimize the taxes that will be owed upon their death. The goal is to ensure that as much of the estate as possible is passed on to the beneficiaries, rather than being consumed by taxes. Lawvex deals with hundreds of estate plans a year. Our goal is for you to be educated about your plan so that you understand what it’s doing for you, and why that particular type of plan was appropriate for you.