Estate Planning
Estate Tax Planning
At Weinstein Spira, we are experienced tax professionals who strive to make the complexities of estate tax and gift tax easy to understand so that our clients feel confident in making informed decisions.
The process begins with an informative discussion with our dedicated consultants about preserving your wealth and future wishes. This includes addressing sensitive topics such as mortality and disability, family relationships, wealth preservation, crafting your legacy and tax-related issues.
Weinstein Spira has an understandable and practical approach to Estate Tax Planning. Some of the services that we offer include:
- Integrated business and estate planning, including structuring family limited partnerships, limited liability companies or S Corps
- Trust selection and implementation
- Consultation on wills, power of attorney and executor and trustee appointments
- Estate tax and gift tax planning
- Tax return preparation and income tax planning
Services We Offer
We’re working on consolidating to just two limited partnerships now, so they’ve been a great help with all of that.
Latest Insights
New Changes to CPA Certification for Texas
With the AICPA forecasting that most Certified Public Accountants (CPAs) will retire within the next 15 years, there is a growing demand for recent graduates to pass the CPA exam and meet the licensing requirements. The State of Texas has already taken measures to...
5 Common Tax Filing Mistakes and How To Avoid Them
Last year, the IRS assessed over $1.3 billion inaccuracy-related penalties. Making mistakes on your tax return can cost you both time and money, but there are steps you can take to avoid each one. In this blog, I will cover five of the most common tax filing mistakes...
Tax Strategies for Families Supporting Children with Disabilities
As a mom of a child with disabilities, I know all too well the demands and challenges associated with raising a child who has unique needs. I also know the stress of searching for answers, advocating for your child and finding the best care and education. With many...
How We Can Help You?