ESTATE TAX PLANNING
Tax-smart strategies to preserve your wealth and carry out your legacy.
You’ve worked hard to build your wealth and support your family and your own retirement. But have you taken the necessary steps to make sure your legacy is protected?
Without a clear estate plan, taxes, confusion, or disputes may erode your legacy. At Beckley & Associates, we specialize in creating custom estate and trust tax strategies to protect what matters most.
UNDERSTANDING ESTATE PLANNING
What is Estate Planning?
An estate plan outlines how your assets, wishes, and legacy will be managed and transferred. While attorneys draft the legal documents, tax professionals play a key role in ensuring those plans are structured efficiently. Thoughtful coordination between your estate attorney and CPA helps minimize estate taxes, avoid delays, and preserve wealth for future generations.
Who Needs Estate Planning?
Executives, business owners, and individuals with significant or complex assets often face unique challenges when transferring wealth. Without careful planning, beneficiaries may face avoidable taxes and administrative hurdles. Estate planning is essential for anyone who wants to simplify the transfer of assets, protect family wealth, and maintain financial control in a tax-efficient way.
Why Work With Beckley & Associates?
As experienced tax planners, we focus on aligning your estate plan with your financial goals. We work with your attorney on the drafting of documents so that your estate plan is tailored to your wishes, time frame, and financial situation. Our role is to help you preserve wealth, reduce the tax impact on your beneficiaries, and give you confidence that your estate plan truly reflects your goals.
COMMON QUESTIONS
Are my assets subject to estate taxes? That depends on the size of your estate and current IRS limits — we review your plan to help minimize exposure.
Is my spouse going to have any unexpected tax outcomes upon my death? We evaluate spousal transfers to reduce tax surprises and protect financial security.
Will my beneficiaries be prepared to receive my estate? We help structure inheritances to support smooth, tax-efficient wealth transfer.
Will my legacy be honored? A tailored estate plan documents your wishes so they can be carried out as intended.
Should I consider a living trust? A living trust can simplify probate and provide flexibility — we’ll advise if it fits your goals.
Do I have a plan for transferring my business through my estate? We work with business owners on succession strategies that protect both business and heirs.
How do I leave my assets for charitable purposes? You can designate charities in your will or create vehicles like charitable remainder trusts or donor-advised funds to ensure your gifts are carried out.
Do I have an effective gifting strategy during my lifetime? Lifetime gifting can reduce estate taxes — we help design a strategy aligned with your goals.
services
Some of the estate planning services we perform:
- Estate Tax Planning: Strategies to reduce estate tax exposure and preserve wealth for future generations.
- Estate Management Advisory: Guidance for executors and families to simplify administration and wealth transfer.
- Trust Accounting: Trust recordkeeping and reporting to meet fiduciary duties with confidence.
- Estate/Trust Tax Preparation: Compliance-focused preparation and filing to minimize risk and identify savings.
Contact Us Today
Ready to protect your legacy? Reach out today. Let us help you secure your legacy and ease the burden for those you care about.
