ESTATE & GIFT TAXES

Keep Your Family’s Wealth in Your Family

Just as planning is critical to developing a strategy to minimize income tax obligations, it’s also critical for helping retain the wealth that you and your family have built over your life and career. As you prepare for family or business transitions, it’s important to seek the advice of an experienced estate tax professional to ensure that your family retains as much of what you’ve built as possible.

The estate tax professionals at Wilhelm & Associates, Ltd. are uniquely qualified to help with:

  • Managing family trusts and estates
  • Fiduciary federal and state returns
  • Estate tax planning and projections
  • Federal and state estate tax valuation returns
  • Gift tax returns

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Our Blog

Tips to Help You Stem the Flow of Potential Risks This Flood Season

May 16, 2017

Whether from heavy rains or hurricanes, this time of year can bring with it the risk of floods across many parts of the United States. While you may not be able to predict the likelihood of a...

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