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Trust and Estate Planning

Do you have a spouse, child or grandchild? Do you own land or real estate? Will you someday inherit significant wealth? Then it’s never too late to think about trust and estate planning. Even if you don’t think you have a large estate, planning can help you avoid unnecessary taxation or drawn out court proceedings for you and your loved ones.
Working with your other advisors, the tax team at CarlsonSV can help you walk through scenarios to protect and gift your assets. Trust and estate planning helps you reduce your taxable estate and lets you choose how to distribute it. We can advise you about: 
  • Estate tax exemption caps
  • Generation-skipping taxes
  • Gifting strategies
  • Tax filing requirements for a surviving spouse and heirs
  • Preparation of estate and trust income tax returns
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For more information, talk to us about our Wealth Management Services

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