You work hard, build us your assets, investments, and property ownership, only to realize that a considerable chunk of it will end up going to the state, in the form of estate tax. Washington State has an estate tax, levied on the contents of your estate, which must be paid before your heirs receive a dime. With the help of our Sammamish, WA tax planning lawyer, you can minimize the amount of estate tax your estate owes and preserve as much as possible for your heirs. We also help you with strategies to minimize your annual tax burden, including determining when to withdraw monies from your retirement accounts and how to maximize your tax savings. Please contact Eastside Estate Planning today to get started.
Tax Planning Lawyer Sammamish, WA
No one likes to pay taxes and knowing that your estate may have to pay taxes after you pass away almost adds insult to injury! Strategic estate planning, with the guidance of our Sammamish tax planning lawyer, can help reduce your annual tax obligations and the amount of tax your estate would be subject to after you pass.
Much of the estate planning services we offer concern planning for retirement, including taking advantage of tax breaks for certain retirement investments and planning when and how much to withdraw from your retirement accounts, such as your 401(k) and Roth IRA accounts. Part of a robust estate plan should include tax planning strategies to ensure that state and federal taxes don’t eat up everything you’ve worked hard to save and invest.
We get to know you and your goals, then create the right tax plans to meet them. You won’t get a cookie-cutter solution from our firm. Instead, our client-centered approach means that your tax planning strategy is tailored to your financial situation now, with an eye toward where you want to be. Our legal team keeps up to date with changes that the state legislature makes in tax laws, including the recent changes to inheritance and estate taxes, that could affect your estate plan and long-term tax strategies. Our advice is timely and personalized for you.
Why You Need Legal Insight For Tax Planning
Tax planning involves more than just estate tax planning. With our help, you can reduce your annual tax burden, ensure that your retirement and investment withdrawals don’t lead to a significant tax payment, and protect as much of your estate as possible from Washington State estate taxes after you pass away. The insight and personalized tax planning strategies our Sammamish tax planning lawyer develops protect you from ruinous tax liabilities.
- Firm founder Robert Franco holds a Juris Doctor degree and an advanced degree from the University of Washington School of Law in tax law
- Proud member of the Washington Bar Association | Tax Section Member
- Client-focused approach to protect everything you’ve worked so hard to earn
Don’t pay more in taxes than you have to. Call Eastside Estate Planning today for a personalized consultation.