The most effective planning for estate allocation and death tax minimization starts at the height of people’s careers, not at their retirements. We work closely with clients to devise effective and tax-efficient wealth transfer plans that protect their own lifestyles and keep adequate safeguards over family assets. We also prepare and file annual gift tax returns to ensure proper reporting and to take advantage of the relatively new statute of limitations for gift taxes.
Matthew Haverstick quoted in the Media on mail ballots being mysteriously requested to a P.O. Box