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Helping You Consider Taxes In Estate Planning

As you plan your estate, you will need to think about a wide variety of questions. Which of your loved ones will receive your assets? How can you provide for your underage loved ones? Will you be able to minimize the impact that probate has on your estate? If these questions don’t include considerations for death taxes, however, these taxes may have a significant impact on your estate after you pass.

At The Law Office of Jamay Lee, A Professional Corporation, we have years of experience helping clients in the Bay Area achieve their estate planning goals. If you want to lift the burden of death taxes from your estate and your loved ones, we can guide you through your options and create a plan that supports your goals and protects your legacy.

Structuring Your Estate Plan To Reduce Taxes

After you pass away, the IRS will want to review your estate at death to ensure you don’t owe them that one final tax: the federal estate tax. Whether there will be any tax owed depends on the size of your estate and how your estate plan is structured. There are effective strategies you may implement to reduce or eliminate death taxes, but you must start the planning process early to take advantage of these strategies.

Contact Our Team Today

If avoiding death taxes is a priority for your estate plan, contact The Law Office of Jamay Lee to discuss your estate planning goals today. You can reach our experienced team by phone at 650-378-1263 or by email.