Federal & State Tax Planning

Estate planning includes more than just writing a will that will divide your assets between your surviving family members. It can include living wills and advance directives for your medical care. It can include a power of attorney in case you should become incapacitated. In addition to these important estate-planning documents, you should take the time to talk to an attorney about Federal and State tax planning.

Tax planning includes estate taxes, gift taxes, and business taxes. The experienced tax attorneys at Henry & Beaver, LLP., understand how to help you plan for the future, and your family’s future through tax planning.

Estate, Gift and Generation Skipping Tax Planning

The whole purpose behind an estate plan is to ensure that your family receives their inheritance. We offer our clients the most effective options to make the transfer of assets during life or upon death and at the lowest tax rates possible. We can help you plan for the future to ensure that your beneficiaries receive their inheritance with the least amount of stress possible.

Business Succession Planning

Planning for a business succession is different than just a simple estate plan. There are more parties involved and the plan needs to be beneficial to the company so that it can continue to thrive, even upon succession. We will work together to create a personal and business estate plan that will address all personal and business needs.

If you are creating an estate plan, be sure to contact an attorney to examine your personal or business plan. Kevin M. Richards is available for a free initial consultation. Call our office at 717-274-3644.