Estate Tax Planning & Preparation

No one wants to pay more tax than they have to, even when it comes to estate taxes. Fortunately, with careful planning, you can reduce or even eliminate your estate tax bill.

Tax Planning Strategies Include:

Tax Prep & Estate Planning
  • Increasing contributions to retirements accounts to reduce taxable income.
  • Using retirements funds that offer the best tax breaks.
  • Donating to charities.
  • Making sure contributions and withdrawals to investment or retirements accounts are done at the optimum time to save on taxes.
  • Selecting a business entity that provides tax breaks.
  • Taking advantage of all appropriate deductions.

It’s hard to know where to start or which strategies to use.

We can help. At Keystone Law Firm, we care about helping our clients put together a tax plan that works.

Free Case Evaluation

Give us a call at (480) 418-8448 to schedule a Free Case Evaluation for your tax plan. Click here to receive a free copy of our report “10 Simple Ways to Quickly Reduce Your Tax Bill.”