Tax Services

Estate tax planning

Is the IRS Your Beneficiary?

Without proper estate tax planning, the IRS could be the primary beneficiary of your estates, taking as much as 50% of the value of your estate. With expert planning, most people can significantly reduce or eliminate estate taxes. Proper estate planning requires a team approach. Our professionals work with you, your attorneys, insurance advisors and other financial advisors to develop a plan to protect your assets for you and your beneficiaries.

ProVision Estate Tax Planning Services focus on minimizing estate taxes while providing maximum flexibility and control to you during your lifetime. Services include:

  • Structuring family limited partnerships and family limited liability companies
  • Creating comprehensive strategies for families and closely held businesses
  • Devising plans for charitable giving, including charitable trusts
  • Structuring personal residence trusts
  • Creating by pass trust structures
  • Reviewing QTIP and other trust documents

Call for an estate tax consultation today. 866.467.5809
Or send us an Email

Free Audit

ProVision is committed to sharing new knowledge about rapid wealth creation through Wealth Strategy U, our financial education enterprise. For a sample of this powerful resource, download a free copy of our latest Special Report: The Fast Track to Financial Freedom.

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Do you feel like you might be paying more tax than you really should be paying? Like most people, you want to make sure you are not paying more than you have to. Take a few minutes to use our free ProVision Tax Evaluator to find out if you could be paying less tax.

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