MATTHEW S. BEARD, P.C. ––––––––TAX ATTORNEY–––––––– TAX, ESTATE, TRUST, AND PARTNERSHIP
Legal advice for the
transfer and taxation
of property
Estates follow a life cycle pattern of growth, maturity, and termination. With proper planning and administration, this cycle occurs over multiple generations.
We work with clients and their advisors on tax and other legal issues for estates, trusts, and partnerships.
The Internal Revenue Code provides favorable income tax rules that impact all individuals. There is a risk, however, of inadvertently foregoing favorable results. This treatise provides a resource for income tax considerations in estate planning.