• Ronald A. Flate

Estate Planning and its tax benefits

Dear Clients and Friends,

Estate and Gift taxes are integrated in their computations, they change almost annually and an FAQ for us is: “Ron, how much are the taxes on gifts and at death for me, my Mom…, and how can I avoid or at least minimize them.”

This link is a good to place to start for those of you who may be interested.


If further questions on avoiding these taxes or with estate palnning in general remain – please call us to see if we can be of help.

For example, if you do not have a basic Revocable Living Trust (not a Will) or if you have not made provisions for your children’s successor home if that becomes necessary I can assure you, you will be best served by calling us.



0 views0 comments

Recent Posts

See All

“Deathbed Marriages” vulnerable to challenges

Dear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short life expectancy due to age or terminal illness are usually looked