Now, and for the last few decades, the Estate Tax has been a moving target, ever changing with changes in Congress and the White House. Knowing how to best plan for your family and the transfer of your wealth requires insight, foresight, and experienced counsel. The attorneys and tax professionals at Wiles McMichael have the tools and expertise to help you ensure your plan utilizes the best options available. In addition to planning options, our attorneys and tax professionals are able to help prepare 709 Gift Tax returns and 706 Estate Tax returns. Below are just a few of the services Wiles McMichael offers to help you leave a legacy and minimize the tax burden for you and your family.
- Dynasty Trusts
- Common Pot Trusts
- Asset Security Trusts
- Family Trusts
- Survivor Trusts
- Irrevocable Life Insurance Trusts
- Gift Trusts
- Intentionally Defective Grantor Trusts
- Beneficiary Defective Inheritor's Trusts
- Decanting and Irrevocable Trust Modification Services
It’s done! For now any way. My wife and I finally updated and completed most all of our end of life planning decisions and legal matters including the Smith Family Trust, Healthcare Poxies & Access, Power of Attorney, etc. Huge shout out to Tripp Wiles, Alex Richey and everyone at Wiles McMichael, for their professionalism and help, great group of folks to work with on these important matters. I highly recommend them. –M.S.
It was such a pleasure meeting everyone at Wiles McMichael. I feel at ease by Wiles McMichael sharing their knowledge, compassion, and concern. – S.H.
It is a feeling of comfort to know the staff of Wiles McMichael are here to promptly come to our rescue when needed. We continue to thank each of you for your patience and guidance in making certain we have all our documents set up properly. – J.C.K.
The attorneys and staff at Wiles McMichael are OUTSTANDING! I will be forever grateful that they were referred to us to handle our family estate. They are extremely knowledgeable. More importantly, they are caring, sincere individuals that will have your best interests protected. – L.G.