Estate Tax Services
The estate tax can be one of the most complex parts of tax laws. Estate tax rules can (and do) change from year to year. KRD works with high net-worth individuals coordinating both personal and business finances to help minimize the estate tax on their property. For 2015 the federal estate tax applies only to those whose taxable income exceeds $5.43 million. We provide you with guidance to establish a plan for estate and trust tax planning as well as gift tax planning to help preserve more of your estate and reduce estate taxes. Learn how gifting, marital deductions, charitable donations and trusts will benefit you. With the ever-changing laws, as well as your personal and business changes, it is important to review your financial situation.
Call us today to discuss your plan