No one wants their assets to go to the government upon their death. We can help you structure your estate plan to minimize taxes.
Most estates are not subject to estate taxes under the current laws which allow each person to leave their loved ones $11,700,000. However, the tax laws are constantly changing and it is a good idea to consult with Pugh Moak P.C. if you are concerned about how estate taxes could impact your estate.
Sometimes minimizing taxes can be as simple as making some assets payable to a charity. Additionally, a surviving spouse may have the opportunity to double their estate tax exemption if they file an estate tax return when the first spouse dies. These are issues that we would be happy to discuss with you.
