Estate Planning

Estate Tax Planning

At Weinstein Spira, we are experienced tax professionals who strive to make the complexities of estate tax and gift tax easy to understand so that our clients feel confident in making informed decisions.

The process begins with an informative discussion with our dedicated consultants about preserving your wealth and future wishes. This includes addressing sensitive topics such as mortality and disability, family relationships, wealth preservation, crafting your legacy and tax-related issues.

Weinstein Spira has an understandable and practical approach to Estate Tax Planning. Some of the services that we offer include:

  • Integrated business and estate planning, including structuring family limited partnerships, limited liability companies or S Corps
  • Trust selection and implementation
  • Consultation on wills, power of attorney and executor and trustee appointments
  • Estate tax and gift tax planning
  • Tax return preparation and income tax planning
The estate planning team has presented many educational community sessions on this topic. Ask us about presenting to your organization or group by contacting Amy Sbrusch, Senior Tax Manager.
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Services We Offer

Estate Planning

Family Office

Client Accounting and Advisory Services

High Net Worth Individuals

Individual Tax Services

We’re working on consolidating to just two limited partnerships now, so they’ve been a great help with all of that.

Sterling B. McCall, Jr.

Retired Auto Dealer and Shareholder of Group 1 Automotive

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