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Estate Tax Planning in San Antonio

Helping Your Loved Ones Keep What is Theirs

When you pass away, your estate may be affected by the federal estate tax depending on its total worth. For example, if your estate is worth over $11.2 million, you may end up owing taxes. Couples who share their exemptions will be taxed if their estate is worth over $22.4 million. At Villa & White, we are committed to helping you keep what is yours. With the estate tax being at 40%, we want to help ensure that your loved ones receive all you have to offer.

Call us today at (210) 625-4313 to learn how we can help you with estate tax planning in San Antonio.

Estate Tax Planning for Couples

As noted above, couples are able to combine their estate tax exemptions to raise the maximum. In addition to this, couples can also take advantage of other tax saving measures. One such measure includes combining their annual exclusions in order to raise the value of gifts they can give without being subject to tax. Our team of attorneys at Villa & White can help evaluate your circumstances and finances, making recommendations that help protect your estate.

Some of the ways that you may be able to avoid the federal estate tax include:

  • Giving tax-free gifts to lower the worth of your estate, helping you avoid paying the 40% estate tax
  • An AB trust can help couples, however, it often makes more sense for the partners to combine exemptions
  • A "QTIP" trust may help couples, however, like with an AB trust, it makes more sense to combine exemptions
  • Charitable trusts and life insurance trusts can also help you avoid paying the estate tax.

To learn how our San Antonio estate tax planning attorneys can help you, contact us today at (210) 625-4313.

Why Hire Villa & White?

  • We have experience successfully handling cases just like yours
  • We provide personalized attention to you and your case
  • We offer free consultations, regardless of your legal matter
  • Dont take our word for it, see what our happy clients have to say about us

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