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ESTATE PLANNING SERVICES TO MINIMIZE YOUR TAX LIABILITES

MINIMIZE TAX LIABILITIES
secure a strong financial future

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What kind of legacy will you leave?  How can you ensure your family members and other beneficiaries receive the bulk of what you’ve earned?

Estate and gift taxes play a large role in your ability to preserve wealth and transfer your business and other assets to the next generation, and early planning is the best way to protect those assets.

At MiddletonRaines+Zapata, we have the expertise to establish and execute your estate plan so you can protect your assets and minimize tax liabilities for you and your heirs. We help you achieve tax-efficient wealth accumulation through the following estate planning services:

  • Trust planning
  • Gift planning
  • College savings plans
  • Business succession
  • Philanthropic strategies
  • Preparing trust, estate and gift tax returns

If you have already worked with a CPA or attorney to set up trusts or other estate-planning vehicles, we can help translate those complex documents and ensure you are compliant with the terms.

Growing Your Legacy

We provide sophisticated and innovative estate planning solutions that fuel the growth of each client’s business and personal legacy. You and your family are a priority to us.



If you’re ready to work with estate planning advisors who are driven to achieve tax-efficient growth and transfer of your assets, contact our tax team.

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what makes MRZ different

We take the time to understand your full financial picture and offer a wide range of accounting and advisory services to help you take the next step toward financial freedom...in your business and in your life.
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