Federal estate laws are continually changing. Regular visits with your attorney can help ensure that your estate plan will continue to work as originally designed. These visits will also provide you with the opportunity to make any needed updates based on your present situation and future estate tax planning goals. Planning now is the best gift you can give loved ones. Without an effective plan in place, your loved ones may be lead to the forced sales of assets since estate taxes are due within 9 months of death.
If you have not created a comprehensive estate plan and evaluated the impact of various taxes on your estate, we encourage you to meet with the experienced attorneys at Danna & Associates, PC to review strategies to decrease your tax liability.