Estate Tax Planning

Minimize Estate Taxes

When you want to preserve your wealth for your heirs, estate tax planning provides a forecast of what potential estate tax liabilities you may encounter. This insight will help minimize your tax exposure. Ms. Catherine Yee can guide you through this process and discuss the exemptions available to minimize your estate's taxes. The rules for estate taxes changes, and may adversely affect how you or your beneficiaries pay taxes. It is always smart to have your estate plan reviewed frequently, depending on your situation. 
Estate Tax Return – San Francisco, CA – Catherine Yee Attornet At Law

Estate Tax Reviews

For those who have estate plans, it is also wise to conduct a review when your situation changes. On occasion, your change in situation may change your tax liability. Here are just a few of the situations that can trigger a review.
  • You just got married
  • You just started a family
  • You purchased your first home
  • You recently lost a spouse or other family member
  • You're in a second (or later) marriage
  • You have a disabled family member
  • You have no direct heirs
  • You want to leave some or all of your estate to charity
  • You own real properties or substantial amounts of cash or investments
  • You own one or more businesses
  • You were recently divorced

Helping You Stay Current On Estate Tax Laws

If you fall into one of the above categories, meeting with Ms. Catherine Yee to review your estate plan will allow you to keep current with the most recent tax laws and any changes you may want to incorporate into your estate plan.
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