A Tax-Planning Team With A Cohesive Approach
Proactive estate planning goes a long way toward minimizing the taxes that you must pay. Whether you run a business and are considering succession strategies or you want your loved ones to avoid paying the estate tax, our lawyers at Litvak Beasley Wilson & Ball, LLP, can come up with cohesive tax planning strategies.
Our team is composed of eight estate planning and tax attorneys with more than 150 combined years of experience between them. Many of our clients split their time between Florida and Alabama for business or pleasure. Our attorneys are licensed to practice in both states and understand the many differences in each state’s tax laws.
Setting Your Business Up For The Future
There are many moving parts involved in business succession planning, and tax planning is one of the most important of them. Because we have a robust business law practice, our lawyers take a comprehensive approach that examines the interrelated aspects of business taxes, estate plans, asset protection and tax penalties. They prioritize building relationships with our clients so that our attorneys can understand how to meet their goals, from creating a sustainable long-term business to satisfying the many concerns of family members involved in the business.
Creating Plans To Protect You From Taxes
If you have a sizable estate, our thorough tax planning services can help you minimize – or even avoid – estate taxes. Just a few of the methods our team regularly explores include:
- Inheritance protection trusts
- Charitable trusts
- Special needs trusts
Our lawyers sit down with you to explain your full range of options in plain English, not legalese, so that you can make the decisions that are best for you and your loved ones.
Talk About Your Tax Planning Options Today
Protect your assets from the tax man through the proactive methods of Litvak Beasley Wilson & Ball, LLP. Call us at 850-812-5515 or send us an email to schedule a consultation about how our attorneys can help you with tax planning and related concerns.