My siblings and I are executors of our parents' estate and our estate attorney is recommending tax strategies that would benefit us significantly but seem designed purely to circumvent the spirit of estate tax law.
More people experience this than they realize.
Family members must determine whether sophisticated tax planning honors or betrays their responsibilities as inheritors and citizens.
“Where Are You with Tax avoidance vs. tax evasion — ethics?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.