Tax Planning:

Federal & State Taxes

After a loved one passes, the Personal Representative or Trustee may need to file Estate tax returns. Depending on how their Estate Plan was organized, these taxes may need to be filed yearly or just one final filing after closing out the Estate.

Do you have questions or need to file a Federal and State Estate tax return or has the Internal Revenue Service (IRS) reached out to you regarding a loved one’s Estate? Let our office address these serious concerns today. Call (205) 789-9894 now.

Business Succession

Business Succession is the act of strategically planning your retirement exit while ensuring that the business continues its profitability and growth under new leadership. It is vital for business owners and shareholders to create a plan on how and when to make this transition.

We can review various exit strategies for your business and discuss how this affects your Estate Plan. Contact our office today.

Charitable Contributions

Making Charitable Contributions is a win-win with a well thought-out plan. This allows you and your Estate to invest in the community or nonprofits of your choosing while, in most cases, lowering the amount of taxes required to pay at the end of the year.

With proper attention to each Charitable Contribution, we can make projections on how this affects your taxes. Contact our office to discuss the tax benefits of giving.

Asset Protection

Protect your assets or your business entity assets through the legal techniques of Asset Protection. This gives an insulation from creditors without the worry of tax evasion or perjury. Various Asset Protection techniques can include creating Trusts or forming umbrella corporations for certain assets.

Protect yourself and avoid mistakes by scheduling a consultation today. Call (205) 789-9894.