Estate Tax Planning

Knowing your potential estate tax liability is an important step in the planning for the distribution of your wealth for future generations. Under existing law, the estate tax returns again on January 1, 2011 with a maximum 55% tax rate. HLB Gravier’s fiduciary department can assist in managing your estate, while helping minimize the effects of estate tax liabilities. In our estate planning process, you receive services over a broad spectrum, from a review of your existing Trust Agreement, to an analysis of the types of assets that can fall under a taxable estate.

• International Tax
• Inventory Tax Planning Techniques
• Research Tax Credits
• State and Local Tax Services
• Transaction Tax Analyses