Estate & Gift Taxation

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Estates Lawyer

Tampa Estate & Gift Taxation Lawyer

Today the bar is set fairly high for estate or gift taxation to be relevant; over $11 Million of net worth for an individual and $22 Million for a married couple.  A few short years ago, this hurdle was much lower and by 2025 it is scheduled to revert to $5 Million.  The current state of the economy may hurry that reversion along.  Also, changes to inherited IRAs and 401(k) plans affect almost all of us.

Our team of tax professionals can review your current financial situation and help you take advantage of the benefits available today so that you are protected in the event of a substantial change.  Additionally, the creation of trusts to preserve your assets carries its own set of tax rules that we will navigate with you to maximize the benefits of your plans. Contact our experienced Tampa estate & gift taxation lawyers today.