Tax Planning
When you’ve worked hard to build substantial assets, proactive tax planning is essential to protect your wealth and ensure it benefits future generations. At Kurtz Law,we help high-net-worth individuals, families, and business owners create tailored strategies to reduce tax exposure, safeguard assets, and preserve their legacy.
Our Focus Areas
- Establishing complex trusts
- Preparing for a significant wealth transfer
- Navigating estate, gift, or generation-skipping transfer (GST) tax issues
- Coordinating philanthropic or charitable giving strategies
Our Collaborative Method
We work closely with your existing financial team including accountants, financial advisors, and family offices, to ensure every aspect of your estate plan is tax-efficient and fully aligned with your goals. This coordinated approach allows us to:
- Reduce estate and gift tax liability through advanced planning techniques
- Structure and administer tax-efficient trusts
- Design charitable giving programs that reflect your philanthropic objectives
- Anticipate and adapt to changes in federal and Florida tax laws
Why It Matters
A well-structured tax plan can increase the amount you leave to loved ones, reduce the burden on your estate, and ensure your assets are distributed according to your wishes.
Schedule a consultation with Kurtz Law to explore how strategic tax planning can secure your legacy.