Minimize Taxes Through Estate Planning
At Unis & Associates, P.L.C. in California, more than 20 years of experience has taught us the importance of being flexible in order to adapt to changing laws. This is particularly important when it comes to using estate planning to minimize estate taxes. Estate taxes are currently changing, and the techniques used now to minimize them may not be the same techniques we will use in the future. We change with the laws, creating cutting edge techniques involving trusts and other tools to help people minimize the tax impact on their estates.
Charitable Remainder Trusts and Other Trusts
Currently, there are a variety of options available to help you legally minimize your estate tax exposure. One of those options is the creation of a charitable remainder trust. This is a type of trust that allows you to minimize the tax impact on your estate while doing something good for society by leaving money to a charity of your choice.
Of course, charitable remainder trusts are not the only options available to protect your estate for your beneficiaries. We will advise you of the various trusts and estate planning tools that can be used to meet your needs.
Minimize Taxes and Avoid Probate
We want to help you minimize taxes, but we also want to create an estate plan that allows you to avoid the expense and the uncertainty of probate. We believe that probate is a cumbersome and time-consuming process that can not only drain money from the estate, but can also direct the estate down paths that are not intended. We can help you avoid probate.
Contact an Orange County Estate Planning Lawyer
To discuss any legal matter with an Irvine tax planning attorney at Unis & Associates, P.L.C., call us at 877-250-7007 or send us an e-mail.
