Estate planning is the process of anticipating and arranging for the management and disposal of your estate during your life as well as at and after death while minimizing gift estate generation skipping and income tax a will is part of the estate plan depending on the complexity of the situation an estate planner might use other tools such as trusts pass through entities and or life . Effective estate and trust planning can ensure financial security for loved ones for businesses it can maintain a smooth succession of ownership our role through our legal affiliates is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries everyone should have a well thought out plan as to how to . Income and retirement planning executor and estate administration trust administration financial power of attorney poa conservatorships securities custody and safekeeping bill payment and elder care consulting trust benefits a trust preserves your wealth and can minimize your tax exposure while maximizing the benefits your loved ones derive from it they are most commonly used to . Determining real estate capital gains when trying to estimate whether or not you will be subject to capital gains taxes on transactions involving real estate in new york you should keep in mind that the key determining factors pertain to both the length of time youve owned the property and the purpose for which you used it also the irs calculates real estate capital gains based on the . Planning your legacy youve worked hard for what you have and want to make sure your loved ones or favorite charities are taken care of so planning now makes good sense utilizing a trust preserves your wealth can minimize your tax exposure and maximize benefits to those important to you
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