estate planning tax advisor

2021-03-23

Why You Need an Estate Planning Tax Advisor

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It’s important for you to have an estate plan that works for you and your family—not a boilerplate plan written by someone unfamiliar with your situation. An estate tax planning advisor is a key element to creating the most effective plan for you.

 

What is estate tax planning?

In its essence, estate tax planning is working with existing tax laws to protect your estate. The goal is to pay as little in taxes as legally possible. 

Estate tax planning is not simply checking to see if you’ll have to pay the federal “death tax.” It’s a complex process that is subject to change

Post-mortem tax planning can save your estate hundreds of thousands of dollars when done correctly. This isn’t something you want to try to do on your own. Too much is at stake. With your family’s future on the line, you need to speak with an experienced estate planning tax advisor. 

 

Benefits of an Estate Planning Tax Advisor

A tax specialist who knows how to produce top-notch estate plans is a valuable resource. And one who explores your goals in order to help you accomplish them, instead of just processing documents, can be a life-changer. That’s our aim at Phelps LaClair


At Phelps LaClair, We Know Estate Tax Laws

Jeffrey LaClair specialized in tax law, with a focus on estate planning, while attending New York University. His education and early work inspired what he does now. Jeffrey builds comprehensive estate plans that integrate smart estate tax planning to avoid disputes among family or the IRS. 

“We worked closely with Jeff LaClair, who was very knowledgeable; and he patiently answered all the dozens of questions we had. We are very grateful to Jeff and the team for making what could have been a stressful event into an easy and painless one,” Joe Petrucci says of his experience after working with us. 

Our goal when customizing an estate plan for you is to help you preserve your assets, minimize your taxes, and avoid probate. We have many ways to help you reach your estate planning goals. The tools we recommend will vary, because they are dependent on your wishes and your unique situation. 

 

Talk to an Arizona Estate Planning Tax Advisor 

It can be tempting to put off estate planning. The process can feel endlessly complicated and full of unknowns. Let us help you clear up some questions. 

For more information, sign up for our free webinar on avoiding common estate planning mistakes! 

Ready to learn more about minimizing your estate tax exposure? Meet with us for a consultation. We are ready to serve you at our office locations in Mesa, Phoenix, Chandler, Scottsdale, and Glendale, AZ. 

 

Image used under creative commons license – CC BY 2.0 (3/23/2021) Pictures of Money (Flickr)

 

 

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