Estate & Gift Consulting & Compliance
You want peace of mind that the wealth you have built will go where you intend and, to the extent possible, be preserved for the intended recipients. Estate and Gift tax law changes frequently, so it is critical that you periodically assess your gifting and end of life plans in the context of the current tax landscape. JTaylor’s knowledgeable professionals stay up to date on both current tax laws as well as anticipated legislative changes in this area to help make sure you are prepared.