Maximize Your Beneficiaries’ Inheritance Through Tax Planning.

Many people have the erroneous belief that tax planning is only for the über-wealthy.  While it is true that Federal Estate tax historically only involves those estates valued in the millions, all inheritances are taxed at various rates.

Some of your relatives who you leave money to will have their inheritance taxed at 15% while others will be at 12% and yet others will be taxed at 4.5%. Adam Anderson and the staff at Elliott & Davis will help guide you through the myriad of possibilities and help you find ways to save your beneficiaries from losing money to the government and potentially avoid taxation all together.

Eric Davis, Esq.

Elliott & Davis, PC

412.434.4911 x 11

eric@elliott-davis.com

425 First Avenue, First Floor Pittsburgh, PA 15219

  • Contact Us