Are you the beneficiary of an inheritance and need to file a tax declaration? Have you been listed as a joint heir and don't know what to do next? We're here to help.
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INHERITANCE AND GIFT TAXES
The transfer of wealth. If assets are transferred during a person’s lifetime, this constitutes a gift. Assets bequeathed after death are considered inheritance. If you need help with an inheritance or want to plan the transfer of your assets, we can be a partner at your side.
PLANNING FOR THE TRANSFER OF ASSETS
Planning ahead for the transfer of an estate while you are alive is an absolute necessity. It is the only way to avoid losing up 50% of your assets to taxation. Make sure your estate is distributed in accordance with your wishes and prevent disputes and infighting in the wake of your passing.