Tax Planning

When you’ve worked hard to build significant wealth, thoughtful tax planning is essential to protect it. At Nelson & Nelson, we help high-net-worth individuals and families develop sophisticated strategies to minimize tax exposure and preserve their legacy across generations.

Whether you’re establishing complex trusts, preparing for a large wealth transfer, or navigating estate and gift tax issues, we bring deep experience and a personalized approach to every plan. We also coordinate closely with your financial advisors, accountants, and family office to ensure your estate plan reflects both your values and your long-term vision.

Strategic Planning for Long-Term Preservation

We assist clients with:

• Reducing estate and gift tax liability through advanced planning techniques

• Designing and managing tax-efficient trusts

• Structuring charitable giving in alignment with personal or philanthropic goals

• Staying ahead of legislative changes in federal and state tax laws

Our focus is on clarity, control, and results. Tax planning isn’t just a financial decision; it’s a powerful tool for securing what matters most to you and those you care about.

A Partner in Complex Decision-Making

As your assets grow, so does the need for careful, proactive planning. Our attorneys understand the complexities high-net-worth individuals face and provide guidance that is as strategic as it is reassuring.

We are here to support you with insight, discretion, and a commitment to protecting your legacy.