Estate Planning


Estate Tax Planning

When you work with Weinstein Spira on your estate planning, you work with tax professionals who are first and foremost educators. They make the complexities of estate tax and gift tax easily understood so you can truly make informed decisions.

The process begins with an informative discussion with consultants who dedicate their practice to preserving your wealth and your future wishes. This includes addressing some of the most sensitive topics: mortality and disability, family relationships, wealth preservation, crafting your legacy and, of course, related tax issues.

At the end of the process, you will feel a sense of clarity about your future and the future of your loved ones.

For an understandable and effective approach to the following needs, contact Weinstein Spira:

  • 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

What is the value of your family's financial security? Is there a greater gift than peace of mind? Let Weinstein Spira help you achieve it.

The estate planning team has presented many educational community sessions on this topic. Ask us about presenting to your organization or group by contacting Amy Sbrusch, Senior Tax Manager.

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