The trust and estate attorneys at Taroff & Taitz, LLP are experienced in all aspects of estate planning and is continuously being educated on the most recent tax and estate laws. By enlisting our assistance, our clients can rest assured that we will help you get the most out of your estate plan. We will help you preserve and pass on your assets to your loved ones. You have worked a lifetime to achieve your financial goals and we can help to ensure your family will reap the benefits.
For almost all of us, it is critically important that we prepare our estates for distribution to benefit those we love. It is rare that a simple will is adequate for distribution of wealth that is associated with significant estates. We often recommend to our clients that it is in their best interest to augment with agreements including: by-pass, marital deduction, trusts for minors, or a supplemental needs trust.
Whether it is succession planning for your business, trusts for tax or asset planning, or wills, the right vehicle will allow you retain assets within the family, minimize or eliminate taxes, and the estate attorneys at Taroff & Taitz, LLP will help you secure your legacy.