Don’t let taxes destroy your legacy. Proper tax planning can ensure your beneficiaries realizes the benefits you intended. We help you take advantage of the complexities of estate, gift, and generation-skipping transfer tax to ensure you maximize benefits for your family.

Owning a business and/or have an interest in a family business often presents unique challenges relating to gift and estate taxation. Without proper planning, a business often must be sold just to cover the estate tax payment due, which is payable due to the value of the business itself. Lifetime succession planning can provide a significant reduction in the estate tax liability.

Owning a business comes with unique challenges and additional responsibilities. When considering how to handle gifting we can help you navigate the options to optimize your tax loss.

Charitable giving within an estate plan, when executed properly, can provide significant estate AND income tax deductions, providing an avenue for realizing charitable intent while still allowing for an individual to retain the income benefits from their gifted assets during their lifetime(s). An individual may also later choose to gift the income interest to the same charity, allowing for additional deductions. DuPlain Law can provide the expert evaluations necessary to obtain such deductions.

Charitable giving is a privilege and an honor for the giving party. It can also be part of a strategic plan that delivers significant income and estate tax benefits.

DuPlain Law has a specialized focus in the architecture of a long term plan for your family. In doing so we help you utilize the benefits of a giving legacy to offset future generation liability. Utilizing a single architect for multiple generations can allow significant estate tax savings as well as dynasty planning.

DuPlain Law has a specialized focus in the architecture of a long term plan for your family. In doing so we help you utilize the benefits of a giving legacy to offset future generation liabilities.