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Estate Planning
Charting the Course to an Effective Estate Plan
Estate planning is more than having a current will. It is a strategy to reduce taxes and ensure that your assets are transferred to your heirs and beneficiaries, not the Internal Revenue Service. It can include reducing corprate tax through charitable remainder trusts, setting up a Family Limited Partnership to consolidate assests, minimizing gift taxes on the transfer of wealth to other family members, identifying the investment risk for foreign-based portfolios, and other tax saving opportunities. The Tauber & Balser, P.C. Estate Planning Services Team can utilize their estate planning experience to help you make these important decisions.
Services
Assistance with the establishment of trusts, such as Revocable and Irrevocable Trusts, Special Needs
Trust
Assistance with charitable gifting strategies
Business and estate valuations
Buy/sell agreements
Preparation of estate and gift tax returns
Preparation of fiduciary tax returns
Reviewing wills
Succession planning
Resources
Estate Planning Brochure
Nest egg strategies: Why you should consider the Roth 401(k), Smart Business, September 2006
Tax liability after death
: Estate tax proposals could change estate planning, Smart Business, August
2006
Robert N. Greenberger speaking about estate planning on Radio Sandy Springs' Tuesday
Business Hour on June 20, 2006 (there may be a delay as content is downloaded)
Before the Pearly Gates Open: Is your estate planning in order?, Smart Business, February 2005
Links to Related Sites
Atlanta Estate Planning Council
For more information contact:
Robert N. Greenberger, CPA, PFS, AEP, MAcc
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