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信托及遗产

It’s natural to plan for who you want to benefit from your estate when you’re gone. 委员,布坎南 & Mitchell’s (CBM) professionals work with you to minimize estate taxes and maximize access to your wealth according to your wishes. 

几十年来,, CBM’s experts have overseen the complexities of estate and inheritance taxation in compliance with federal and state requirements. Clients rely on us to help prepare returns for income-generating assets held in trust for a future beneficiary. And when a family member or other loved one passes away, CBM可以减轻客户受托人的负担, personal representative or estate attorney by collaborating on fiduciary matters and finalizing 重要税务事宜.

当然, taxation in estate planning can be especially challenging without knowing the full value of an individual’s estate assets but, 在这方面也是如此, CBM提供必要的专门知识. 皇冠搏彩注册估值分析师 can assist in gathering and determining the full value of an estate. Beyond helping to determine the tax liability of an estate, our team can also represent your interests in the event of a dispute about your tax liability with the IRS or state tax authority or in the courts should you enter into a business dispute with another party.

Domestic estates and trusts are separate taxable entities.  The fiduciary of a decedent’s estate or trustee of a trust files 表格1041,美国.S. 遗产及信托的所得税报税表, 申报收入, deductions and gains and losses for the estate or trust to both the IRS and any beneficiaries.  CBM collaborates with hundreds of clients and their attorneys each year to be sure the executor or trustee is in compliance with both federal and state income tax filing requirements.

If your wealth planning strategy includes gifting within your family, now is the time to take advantage of unusually low transfer taxes thanks to the 减税和就业法案. The transfer tax exemption doubled at the end of 2017 to $11,180,每人000美元(或22美元),360,000(已婚夫妇).  The exemption increases with inflation until December 31, 2025, when the TCJA sunsets.  The increase in the exemption has created significant estate planning opportunities for gifting wealth to children or grandchildren. The exemption amount is set to drop back to the pre-减税和就业法案 level once these provisions sunset at the end of 2025, 也就是说今天的免税额只有50%. 不要等到太晚. 联系 CBM to let us help you take advantage of this unique estate planning opportunity.

CBM’s 财务规划 team can also help you develop a tax-savvy strategy for establishing your estate as part of your broader 财务计划. CBM’s certified 财务计划ners are available to consult with you in the areas of gifting, 教育和退休计划, 慈善捐赠, 保险, the generation-skipping transfer tax and the distribution of assets of beneficiaries.

And because estate plans may also be a priority for business owners considering 他们事业的继承 to new ownership including for family-owned businesses, our professionals have the experience to consult as professional and personal matters intertwine.

If one goal of your estate planning strategy is effectively 管理你的财富,你可以考虑找一位理财顾问. May Barnhard投资公司, CBM的财富管理子公司, 为您提供独一无二的, comprehensive approach to wealth management that combines 财务规划 and tax planning with investment advisory expertise.