Estate Tax Solutions: Tips to Create an Estate Tax Savings Strategy

Working with an attorney, a financial planner and family members to form an estate plan is critical to ensure your final wishes are completed. If you’re currently in the process of developing an estate plan or thinking about getting started, you may consider planning for estate tax savings too. What does this mean? At Lodovico …

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Designing an Estate Blueprint: 5 Questions to Ask Your Accountant

Estate tax services, or lack thereof, has been in the news quite often lately. Recent unfortunate celebrity deaths, such as Aretha Franklin and Prince, bring to light the questions that occur following the passing of a person without an estate plan in place. “Where do I even begin?” Having worked in estate tax services for …

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