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Menu
  • Home
  • Estate Planning
    • Planning an Estate
    • The 9 Critical Steps in Estate Planning
    • Estate Planning Strategies
    • Last Will and Testament
    • How Trusts work
    • Trust or Will ?
    • Trust Varieties
    • Special Drafting Issues
    • Estate Tax Planning
      • Portability strategy for saving estate taxes
      • Credit Shelter/The New Normal
  • Probate and Trust Settlements
    • Settling an Estate
    • Settling an Estate with a Last Will and Testament: Probate
    • Settling an Estate with a Trust
    • Where there is no Trust or Will: Intestate Estate
    • Steps in Probate Process
    • Steps in a Trust Settlement
    • Probate Special Provisions
    • Estate and Trust Litigation
  • News Briefs
  • About the firm
  • Contact us
  • 239-390-2077

Day: December 9, 2021

Want to save income taxes and avoid capital gains taxes? Might a charitable remainder trust be right for you?

Tax savings through charitable trusts

Pay lower income taxes AND avoid paying capital gains taxes? Did you know that a charitable remainder trust can allow you to both reduce your income taxes, and avoid paying capital gains taxes on assets that have gone up in value? It is true, and not out of the “goodness of the IRS’s heart:” the […]

Need a no cost, no obligation appointment with the attorney? Call (239) 390-2077

Board Certified in Wills, Trusts, and Estates

Address and Phone Number:

  • Frank P. Murphy, Attorney, CPA
  • 9220 Bonita Beach Road
  • Suite 200
  • Bonita Springs, FL 34135
  • 239-390-2077

Email: frank@frankmurphyattycpa.com