Estate Tax & Gift Tax Planning

North Carolina Gift Tax and Estate Planning Attorneys 

Frequently, the emotional element of death overshadows its financial implications. That is why it is important to plan now. At Strauss & Associates, P.A., located in Asheville and Hendersonville, North Carolina, our job is to develop strategies designed to minimize the amount of estate taxes due.
 

Plan your legacy. Protect your assets. Contact our experienced attorneys now at (828) 258-0994 or (828) 696-1811.


Estate Tax and Gift Tax Strategies

At Strauss & Associates, P.A., we can address our clients’ tax concerns in any number of ways. Strategies we often explore with clients include:

  • Intra-family Loans
  • Spousal Gifting Trusts
  • Simple and Advanced Grantor Retained Annuity Trust (GRAT) Strategies
  • Qualified Personal Residence Trusts (QPRT)
  • Leveraged Installment Note Sales to Irrevocable Grantor Trusts
  • Self-Cancelling Installment Notes
  • Private Annuities
  • Insurance and Life Insurance Trusts
  • Alaska Dynasty Trusts
  • Generation-Skipping Transfer Tax Planning
  • The Zero-ed Out Estate Tax Plan

Reducing Your Tax Burden through Estate Tax and Gift Tax Planning

Why pay an excessive amount of estate taxes when legal remedies are available to reduce your overall tax obligations?  Estate taxes only serve to deplete the money you worked so hard to earn. Our job is to minimize their impact so more of your money stays with your loved ones.

Contact Us

For more information or to schedule an appointment with an experienced estate tax attorney regarding gift and estate tax planning, please contact us. We also welcome calls from financial planners and accountants in need of an estate planning attorney for their clientele.