Avoiding Tax Consequences Through Estate Planning

We’re often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include lifetime giving to children and grandchildren, wills, trusts, and the proper titling of assets.

With offices in Orange Park, Jacksonville, and St. Augustine, our Elder Law Attorneys work with many clients in North Florida to create thorough Estate Plans to achieve their Estate Planning goals and to keep these Estate Plans current with regular updates that address changes in Federal Tax Laws as well as Florida Statutes.

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