Our Practice Areas

Tax Planning

Plunk Smith helps individuals and families navigate complex tax planning strategies, protecting assets and minimizing tax burdens across generations.

Effective tax planning is essential for protecting your assets and securing your financial future. At Plunk Smith, we work with individuals, families, and business owners to develop customized strategies that minimize tax liabilities and preserve wealth across generations.

Personalized Tax Solutions

Our attorneys assist with gift and estate tax planning, trust and estate administration, and compliance with federal and state tax laws. We tailor every strategy to meet your specific goals and maximize available tax benefits.

Guidance You Can Trust

Whether you are planning a major gift or managing a complex estate, Plunk Smith provides clear, practical advice to help you navigate tax laws with confidence and peace of mind.

Tax Planning focus areas

Gift Tax Returns

Plunk Smith assists individuals and families with the preparation and filing of gift tax returns, ensuring compliance while maximizing available exemptions and benefits.
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Estate Tax Returns

Plunk Smith guides families through the estate tax return process, helping minimize tax exposure and ensure compliance during estate administration.
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