Estate & Inheritance Tax

At Wilson McLean, our goal is to ensure that your family keeps as much money as possible from your estate.  We will review your unique circumstances to determine the best options for your estate to avoid and/or minimize federal estate taxes.  We are committed to thoroughly researching your estate’s eligibility for exemptions and deductions, such as personal estate tax exemptions, marital deductions, and charitable deductions.  We will file all necessary estate, final income, inheritance, and fiduciary tax returns.

Let us help you understand and simplify your estate and inheritance tax burdens.