Estate and tax planning issues have taken on greater importance as the value of local real estate has put many people in a position where they could be subject to Estate and Gift Taxes. We at Sabel & Oplinger, CPA, PC will discuss with you the elements of your estate, business and retirement assets. We will review the importance of having an updated Will and the specific issues that pertain to your estate.
The emphasis will be on developing a proper strategy and plan that fits your needs to minimize gift and estate taxes and to maximize wealth preservation and transfer.
