Filing an estate tax return can be complex and time-sensitive. Plunk Smith assists executors, trustees, and families with the preparation and filing of IRS Form 706, helping to ensure compliance and minimize estate tax liabilities.
Our attorneys assist with asset valuations, deductions, elections such as portability of the deceased spouse’s unused exemption, and audit preparation. We work to preserve as much of the estate’s value as possible while meeting all legal requirements.
Estate administration can be overwhelming, but you don’t have to navigate it alone. Plunk Smith provides clear, compassionate support to help families manage estate taxes efficiently and effectively.
Providing real results through strategic legal counsel for you and your business.
