Estate Tax Planning

Clifton Park Estate Tax Planning Service

The estate should be the centerpiece of a lifetime of planning. Estate Tax Planning is only a small part of a much bigger picture. Effective estate preparation facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

A nominal fee now for proper estate tax planning can save hundreds of thousands of dollars in unnecessary taxes being paid to Uncle Sam down the road. We take the approach of getting to know you and your wishes. From there, we can better assess what is the best estate plan to meet your needs. Contact our Clifton Park office today to get started.