Estate Tax Planning & Compliance
An effective estate tax planning strategy is the cornerstone of wealth preservation.
BHW provides the following tax compliance and consultation services:
- Federal & State Estate Tax Returns
- Family and Limited Partnerships
- Irrevocable Life Insurance Trusts (ILIT)
- Qualified Principal Residence Trusts (QPRT)
- Charitable Giving
- Succession Planning
- Federal and State Estate Tax Planning
Our estate tax planning professionals have extensive experience with highly complex transactions. We take a comprehensive approach in identifying and solving complex financial and family issues involved in preserving and maximizing the transfer of wealth among generations.
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