Estate Planning and Tax Law Attorneys

Understanding the tax implications of your estate plan

Not many people want to pay more taxes than they have to, but tax avoidance is not the only goal of estate planning. In some instances, an emphasis on tax avoidance could interfere with meeting your overall estate planning goals and objectives. Our attorneys will listen to you so that we fully understand your goals and objectives and advise you accordingly.

At the Lommen Abdo Law Firm, we explain the tax implications of your options along with all other pros and cons of the options available to you. Our lawyers want you to have the information you need to make wise decisions about your choices.

Tax issues that should be considered in making an estate plan include:

  • Estate tax exposure
  • Income taxes
  • Gift taxes
  • Generation–skipping transfer taxes (GSTs)
  • Charitable giving
  • Annual gift exclusions
  • Tax compliance in preparing and filing income and estate taxes

We work to meet your goals with as little tax exposure as possible.

When you come to Lommen Abdo for estate planning, you will have access to experienced tax attorneys as well as estate planning lawyers. Whatever your goals, we have the knowledge and skills to help you accomplish them with an estate plan that is unique to the needs of you and your heirs.

Call 612.255.6935 or send an email for an appointment to discuss an estate plan that considers all tax implications. We represent clients throughout Minnesota and Wisconsin.