How can I reduce estate taxes?
California does not have a state estate tax, but large estates may be subject to federal estate taxes. Strategies such as marital bypass trusts, annual gifting within the IRS exclusion limits, irrevocable trusts, and charitable giving can all help reduce the taxable value of your estate.
Working with the estate planning specialists at Kavesh, Minor & Otis — several of whom hold Master's Degrees in Tax Law — ensures your plan takes full advantage of available tax-saving strategies.