Tax Law & Your Estate

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Make Smart Decisions Regarding Taxes And Your Estate Plan

One of the biggest concerns many have when planning their estate or for the succession of their business is the tax burden that may fall on their loved ones. Without proper planning, estate taxes may have a substantial impact on what you are able to leave behind.

At WHGC, we provide insight backed by experience to help our clients minimize the burden taxes may have on their estates. Our attorneys combine their knowledge and backgrounds to offer proactive solutions to help you meet your goals and provide the utmost security for your family and your finances.

Ways You Can Minimize The Taxes On Your Estate

There are a variety of legal ways to reduce the impact of taxes on your estate following your death. We will counsel you one-on-one and help you build a custom estate plan, utilizing tactics such as:

  • Gift giving
  • Transferring assets to a spouse
  • Utilizing a strategic mix of trusts
  • Establishing a family-limited partnership
  • Initiating charitable transfers

Through careful planning, we can provide a road map that balances long-term financial security for your family and a low tax burden to your estate.

Your Legal And Financial Security Are Our Priority

At WHGC, we know that many of the problems our clients face require holistic solutions. That is why we provide legal consulting that incorporates a wide range of practice areas, and combines the experience and insight of a dedicated team of attorneys.

We encourage you to visit our office to discuss your legal challenges and goals. One of our lawyers will sit down with you and explore the best path forward, crafting a long-term plan for the success of you, your family and your business. Contact our Orange County office to get started.