Estate Tax Planning
Bellevue, Washington Estate Tax Planning Attorney
Even people of modest means can benefit from estate planning that considers tax consequences. When an estate is larger or involves a closely held business, the benefits can be significant.
Jeppesen Gray Sakai PS is a long-established estate planning firm. We have extensive experience in the use of trusts, charitable giving strategies, and other vehicles for the purpose of estate tax minimization and asset protection.
Whether your estate is large or small, we will provide a personalized estate plan that helps you achieve your goals.
Call 425-454-2344 to schedule a consultation.
An attorney at our firm can discuss what we can do to help you minimize estate taxes and protect your assets.
The Estate Planning Process
At Jeppesen Gray Sakai PS, we know that in estate matters, one size does not fit all. We take a personalized approach to estate planning that accounts for your unique family and financial circumstances.
To begin the process, we will carefully review your situation. We will learn about your goals and your hopes for your family members. Our attorneys will also closely examine your financial situation to determine the estate tax minimization strategy that is right for you.
We have a comprehensive knowledge of the tools available to minimize your estate’s inheritance tax — including various trusts and lifetime-giving strategies. We can also help you plan for and achieve a business succession.
Planning Is an On-going Process
Many people make the mistake of thinking that once it is created, an estate plan can be put in a safe and pulled out only when it is needed.
At Jeppesen Gray Sakai PS, we know that each of our client’s family and financial situation is constantly changing. The laws concerning estate tax matters changes too. We advise our clients to review their estate plans with us on a regular basis. We can revise them to meet your changing family, financial and legal needs.
You do not have to give a substantial portion of your estate to the government. With the help of Jeppesen Gray Sakai PS, you can preserve those assets for the benefit of your family and worthy causes.