Jorge L. Gurian, P.A., Law Office

Estate Gift Tax Lawyer

Secure estate planning documents should be in place to outline the transfer of your assets to any beneficiaries and heirs should something happen to you. Many people, however, either fail to address these issues before it is too late, or fail to recognize how estate gifts influence those who receive them.

Estate Planning Documents

About us
A ramp along a curved wall in the Kiasma Museu, Helsinki, Finland

Estate Gift Tax

Using Trusts To Limit Estate Gift Tax

Federal and state gift tax laws apply to heirs, which means if the recipient of an estate’s assets receives more than a certain amount of money within one year, he or she will be taxed on that gift.

In some cases, setting up strategic accounts or trusts will be most effective in dealing with these issues. For example, a charitable trust may allow you to give up to a certain amount of money each year without being taxed.

White abstract geometric artwork from Dresden, Germany

Miami-Dade Inheritance Taxes Attorney

Before you decide on a specific estate plan strategy, make sure you work with an experienced Miami estate gift tax attorney who can assure your best interests and those of your loved ones are protected to the fullest extent of the law.

At the law firm of Jorge L. Gurian, P.A., we help individuals and families understand the tax laws that influence their estate gift plans. We work with clients throughout the Miami area and South Florida in minimizing the amount that an heir will be taxed when assets are transferred.

305-931-0541

Meet Jorge L. Gurian

With more than 20 years of experience as an attorney and vast understanding of tax law, specifically, attorney Jorge L. Gurian can assure that your needs are met. He works collaboratively with clients to achieve their goals, always putting their needs first and taking the time to answer questions personally.

Jorge L. Gurian

Attorney, P.A.

TAXES IN CAPITAL GAINS AND LOSSES

Tax Lawyer For Investment Gains And Losses

Holdings in real estate and businesses are always subject to market gains and losses. Any investment you make will likely see its ups and downs, and through it all you need to make sure your personal liabilities or those of your beneficiaries are protected from pertinent tax consequences. Working with an experienced Miami investment tax attorney at our firm can help.

Reliable, Trusted Advice For Protecting Your Business Interests

At the law firm of Jorge L. Gurian, P.A., our clients turn to us for reliable, to-the-point advice in wealth protection, preservation of assets and estate planning issues that influence the value of real estate or business interests.

Our experience spans more than 20 years in the practice of law, and that experience is paired with attorney Gurian’s credentials of a master’s degree in tax law. Such comprehensive knowledge of this nuanced area of law has earned us a reputation for excellence that investors throughout South Florida can turn to, whether they live within the United States or are investing in the U.S. from locations abroad.

Miami-Dade Taxes in Capital Gains And Losses

The taxes you pay on investments correlates with how much income you receive or how highly associated assets are valued within the marketplace. By using the law strategically, you can protect what you have earned and keep as much as possible, saving yourself from tax consequences caused by:

  • Investment fraud
  • Selling or acquiring assets
  • Increased income from unexpected success
Tax codes are continuously changing

Tax codes are continuously changing, which adds another layer of complexity to these issues. Your attorney should be knowledgeable of the most up-to-date tax standards and be able to communicate them to you promptly, so you can make the most informed decisions possible at any time. We have the skill and understanding to deliver such information.

To Schedule An Appointment:

  • Please contact Jorge L. Gurian, P.A., online or at 305-931-0541 to schedule an appointment and discuss your estate gift tax questions with an experienced lawyer.
(305)931-0541
jgurian@gurianlaw.com
White abstract geometric artwork from Dresden, Germany