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
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