Estate vs. financial planning
When it comes to securing your financial future, both financial planning and estate planning can be essential. While these terms …
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Form 706
Guide your estate planning decisions with strategic Form 706 preparation that protects future tax benefits.
BPM’s Trust and Estate Tax team offers specialized experience in completing IRS Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return. While completing Form 706 may not always be legally required, there are potential benefits for surviving spouses in doing so, especially in the future. Our advisors guide you through the possible advantages and provide a detailed consultation.
After speaking with our experienced professionals, you’ll clearly understand the benefits of filing Form 706 and receive a step-by-step guide to successfully closing out an estate. Whether it’s protecting estate value or helping ensure compliance with tax regulations, we are here to support your needs.
Nationwide support
BPM serves clients across the United States, offering specialized knowledge and comprehensive support in estate tax matters.
Contact us for Form 706 support
If you need professional assistance preparing Form 706, BPM’s CPAs and advisors are here to help. Contact us today to learn more about how we can assist with your estate tax needs.
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