Estate, Gift and Income Tax Planning Lawyer in Florida
I work to protect your money.
Jupiter Wills and Trusts, PLLC is focused on estate tax, gift tax, and charitable planning.
I represent clients in planning their charitable giving, gifting, and estate tax matters. High net worth clients rely on resourceful and responsive attorneys to effectively minimize the impact of income taxes, gift taxes, estate taxes and generation-skipping transfer taxes for both themselves and their heirs. Through the strategic use of cutting-edge and traditional income- and asset-transfer devices, I work to help you take full advantage of all applicable tax credits, deductions, exemptions and elections so you can transfer your wealth with maximum benefit for your business, your family, and your philanthropic beneficiaries.
Experienced tax advice
I provide experienced tax advice to individuals, executors, trustees and businesses in a wide range of tax areas. There are many tax consequences to legal decisions, especially those that involve asset protection and estate planning. The proper legal decisions can only be made with an understanding of the resulting tax consequences. As an estate planning attorney, I provide clients with integrated plans and explain both the legal and tax consequences before any decisions are made.
I provide general tax advice, including:
- General estate tax advice
- General gift tax advice
- General income tax advice
- Stepped up cost-basis
- How gifts can reduce your estate tax burden
- Capital gains upon the sale of real property, etc.
- Generation-skipping taxes
- How charitable gifts can reduce your tax burden
- General tax advice for revocable, irrevocable, grantor and charitable trusts