Minimizing Taxes Through Estate Planning

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Minimizing Taxes Through Estate Planning

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Episode 3 explores how proactive estate planning can help address potential tax exposure while balancing the client’s broader financial and family objectives. The episode examines lifetime gifting, trusts, charitable planning, business and real estate considerations, and the importance of evaluating income tax consequences alongside estate tax concerns. It also highlights how coordinated planning among legal, tax, and financial professionals can help clients avoid costly mistakes and implement strategies before time or circumstances limit their options. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861

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