Tax – Preserving Your Wealth for Future Generations
Gift Tax & Estate Planning
Managing gift taxes and estates requires a thoughtful approach that balances financial, tax, and personal considerations. At Chartered, we bring extensive experience and technical expertise to help you navigate the complexities of these areas.
Our team works closely with you to develop a tailored plan that ensures your wealth is transferred efficiently while maintaining compliance with federal and state regulations. From maximizing gift tax exemptions to structuring trusts, we provide solutions that align with your values and objectives.
With Chartered, you gain peace of mind knowing that your wealth is protected and your wishes are honored. Our holistic approach focuses on preserving your legacy while minimizing financial burdens for your beneficiaries.
Plan your legacy with Chartered—contact us today to secure your future. Contact Expert
Comprehensive Solutions for Gift and Estate Planning
Chartered offers a full range of services to address your unique needs in managing gift taxes and estates. Our expertise includes:
- Gift Tax Planning
- Estate Tax Planning
- Trust Establishment and Management
- Wealth Transfer Strategies
- Charitable Giving Planning
- Business Succession Planning
- Valuation of Gifts and Estates
- Compliance with Federal and State Laws
- Post-Mortem Tax Planning
- Family Financial Education
FAQs
At Chartered, we understand that gift tax and estate planning can raise many questions. Below, we’ve compiled answers to some of the most common inquiries. If you don’t see your question listed here, feel free to contact us—we’re here to help!
Gift tax applies to the transfer of money or property to another person without receiving equal value in return. Federal exemptions often apply, reducing tax burdens.
The annual exclusion amount (updated periodically) allows tax-free gifting up to a specific threshold per recipient. Contact us for current limits.
Estate tax is imposed on the transfer of assets after death. Planning is crucial for individuals with estates exceeding federal or state exemption limits.
Yes, we assist with creating and managing various types of trusts, such as revocable, irrevocable, or charitable trusts, to achieve your planning goals.
We help structure philanthropic contributions to maximize tax benefits and align with your charitable intentions.
Business succession planning ensures the smooth transfer of ownership and operations to the next generation or chosen successors.
Yes, accurate valuations are required to ensure compliance with gift tax regulations and optimize tax planning.
Gifts exceeding the annual exclusion may require filing a gift tax return, and the excess is applied against your lifetime exemption.
Estate plans should be reviewed periodically or after major life events, such as marriage, divorce, birth, or significant financial changes.
Contact us to schedule a consultation, and we’ll develop a customized plan to meet your goals and secure your legacy.
latest insights
Navigating Change: Adapting Your Estate Plan to Potential Gift Tax Exemption Shifts
Navigating Estate Planning: Adapting to Potential Changes in Gift Tax Exemptions
