Some accumulated wisdom, along with a treasure of memories and stories, will form part of the legacy of a life well-lived. Equally important is the transfer of wealth to succeeding generations, which can occur during your lifetime or afterward. At John F. Suby & Associates, S.C., we are dedicated to offering guidance to make this transfer as tax-efficient as possible, helping to ensure that your wealth is passed on according to your wishes.
You might be aware that, for the year 2025, individuals can gift up to $19,000 per year ($38,000 for married couples) to another individual without incurring gift-tax liabilities. However, gifting beyond these amounts requires careful planning to maintain tax efficiency. We are equipped to provide expert insight and planning strategies to help you achieve your gifting goals, ensuring all actions are aligned with your intentions, while also handling any necessary tax filings.
Preparing an estate-tax filing is a solemn and critical responsibility. At John F. Suby & Associates, S.C., we bring both expertise and extensive experience to this task. We value the opportunity to work with clients early in the planning process, ensuring that estate matters are managed according to their wishes and in a tax-efficient manner. Crafting an effective legacy often requires collaboration with other planning professionals, and we are well-prepared to coordinate and provide referrals for legal assistance with wills, trusts, and other related instruments.
For many clients with long-standing relationships, principals at John F. Suby & Associates, S.C., including John Suby, serve as trustees. Our team regularly engages in educational sessions to stay informed about the latest developments in estate planning and trust management. This commitment to continuous learning ensures that we provide the most current and effective strategies for our clients.
For related information, please visit the website of John F. Suby Wealth Management, LLC.