Minimize Taxes and Increase Wealth
No matter the size of your estate, it is important to have a comprehensive estate plan in place. Without one, the Internal Revenue Service (IRS) will tax a substantial portion of the assets you leave to your beneficiaries. Rather than give the wealth you have accumulated to the government, create an estate plan that minimizes taxes.
The attorneys at Baker Billick, P.A., understand how to protect your assets from estate, income and additional taxes. We work with clients who have sophisticated financial holdings as well as those with more modest assets. As part of our business law practice, we also provide asset protection and business succession planning for business owners. For a confidential consultation with a Lake Norman tax lawyer, please call 866-943-7966 or contact us online.
Tax and Estate Planning Services in North Carolina
A will and a trust are basic elements of an estate plan. However, individuals with high net worth estates or complex assets need additional protection from taxes. We can assist you with estate planning tools such as:
- Family limited partnerships
- Educational trusts
- Charitable remainder trusts
- Life insurance trusts
- Business succession planning
- Asset protection
- Retirement planning
In addition to eliminating estate taxes, asset protection can shield your assets from creditors, judgments and business risks. If you are a business owner or you have significant assets, speak with one of our lawyers today about tax planning and asset protection.
Call a Iredell County Estate Planning Lawyer
To make an appointment, please call 704-706-9308 or 866-943-7966 today.
