Estate Planning
GIFT, ESTATE AND TRUST PLANNING
Without smart planning, estate taxes can reduce the assets you had hoped to leave to your loved ones.
To tax-efficiently transfer your wealth to the people and/or causes you care about, you need to develop, implement, and regularly update an estate plan that takes full advantage of trusts, gifts, and other ways to reduce your taxable estate.
At Benitez & Company, we specialize in helping individuals leave the legacy they desire by providing them with a full range of estate planning, administration, and settlement services that includes:
- Business and asset valuation
- Developing gift, estate, and business-succession
- Preparation of gift, trust and estate tax returns
- Charitable-giving strategies
- Assistance with estate-related litigation
- Tax, gift, trust, and estate planning
- Retirement and business-succession planning