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
Services We Offer
We’re working on consolidating to just two limited partnerships now, so they’ve been a great help with all of that.
Latest Insights
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It is no secret that the accounting profession can be taxing. As the year draws to a close, we gear up and recharge for the upcoming “Busy Season.” While our firm has worked diligently to smooth out the workload, there can still be times when long working days and...
Weinstein Spira Promotes Giannaccio and Walther
Weinstein Spira, the mid-market public accounting and business advisory firm serving Houston’s top high net worth individuals and privately held businesses, is excited to announce the promotion of two leaders to the firm’s senior manager level. Kristyn Giannaccio...
Zara Khan Joins Weinstein Spira as a Tax Manager
Weinstein Spira, the mid-market public accounting and business advisory firm for Houston’s top high net worth individuals and privately held businesses, is pleased to announce that Zara Khan has joined the firm as a Tax Manager. Zara Khan is a seasoned tax...
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