Estate Tax Planning
Preserve Your Legacy—Minimize Taxes, Maximize Inheritance
What Is Estate Tax Planning?
Estate tax planning involves structuring your assets and estate in a way that minimizes the taxes owed upon your passing. With the right legal tools and financial strategies, you can reduce or even eliminate estate taxes—ensuring more of your wealth goes to your heirs, not the government.
Strategies We May Recommend
Every estate is unique, but common tax-saving strategies include:
- Lifetime Gifting – Reduce your taxable estate by making tax-free gifts to family members during your lifetime
- Irrevocable Trusts – Move assets out of your estate while maintaining control and protecting beneficiaries
- Charitable Giving – Support causes you care about while gaining valuable tax deductions
- Life Insurance Planning – Use insurance proceeds to offset estate taxes or fund inheritances
- Spousal Transfers – Defer estate taxes by transferring assets to a surviving spouse
- Asset Valuation and Discounts – Strategically value and structure business or real estate holdings to reduce tax exposure
Serving North County San Diego with Strategic Insight
From Carlsbad to Escondido, Deetman Law Office proudly serves families across North County San Diego with personalized estate tax planning. We understand the local landscape and bring a thoughtful, proactive approach to protecting your wealth.
Let’s Build a Tax-Smart Legacy
Estate tax laws are complex-and always evolving. Let us help you, along with your financial and tax professionals, stay ahead with a plan that reflects your values and safeguards your family’s future.