Tax Planning

Erskine & Erskine – Tax Law Strategy, Planning and Legal Services to Facilitate Protecting Your Assets and Maintaining Control

Tax planning is often seen as a purely financial facet of planning your estate, leading to a great deal of difficulty in balancing your needs presently with saving in the future. Most financial planning firms and law offices tend to tip the scales in favor of savings, opting to minimize the tax impact of your estate at the expense of protecting control over your assets.

At Erskine & Erskine, we understand your desire to maintain control over your wealth. Rather than focus exclusively on either the present or the future, one at the expense of the other, our approach seeks instead to strike a middle ground that satisfies the need to limit the impact of taxes on your family while keeping the needs of your present self in mind. We use techniques like dynasty trusts, gift annuities, and other wealth management tools to keep everything in the foreground. We also have deep understanding of unique assets like art and collectibles that can often alter your plan dramatically, all of which makes Erskine & Erskine particularly well-suited to handle your estate planning needs.

What impact Can a Tax Attorney Providing Appropriate Tax Strategy and Planning Have On My Estate?

Tax planning can serve to limit the cost of passing on your wealth, allowing your legacy to be maintained in greater magnitude. A well-designed plan will ensure that you are not incurring unseen costs that may derail your estate plan or place financial burden on your loved ones. Effective tax planning serves to supply a mechanism that protects you in the present as well as your estate in the future.e.

The impact on the estate is most significant on your family, who can often incur significant loss if the proper redundancies are not organized in your succession plan. With strong wealth management tools at its disposal, Erskine & Erskine can help you manage the expenses incurred by your estate on the event of your passing.

A Library of Solutions

With more than a century of experience, Erskine & Erskine has the unique ability to draw on a vast number of solutions for your plan, adapting it to fit you and your needs.

A Library of Options

Affording you both the security and freedom to pursue your life freely is at the core of our approach at Erskine & Erskine, and our tax plans are in line with this focus.

tax planning


Recent Tax Planning Blogs


The PATH Act of 2015

The PATH Act of 2015

On December 18, 2015 President Obama signed the “2016 Consolidated Appropriations Act” that not only funded the government in 2016, but also made a large number of extensions, delays, and changes to a wide array of individual and business tax provisions.... read more

A Lesson for Collectors and Advisors

There is a buzz about art as an investment asset class.  Clients and their advisors are seriously considering making direct investments in artwork or indirect investments though art-specific investment funds.  Art is indeed an asset class, but a recent estate audit I... read more