SERVICES
INHERITANCE AND SUCCESSION TAXES
Your legacy deserves clear, legal, and efficient planning.
At Vidal & Candal, we help individuals and families structure their assets with tax intelligence so that, upon transfer, heirs receive what they truly deserve, without complications or unnecessary tax burdens.
Inheritance and succession taxes can become a significant obstacle if not planned in advance. That's why our approach combines tax advice, accounting, and strategic vision to protect your assets and ensure your legacy reaches the right hands, in the best possible conditions.
WHAT ARE INHERITANCE AND SUCCESSION TAXES?
Aunque en Florida no existe un impuesto estatal sobre herencias, las transferencias patrimoniales pueden estar sujetas a:
Federal Estate Tax
Gift Tax
Capital gains taxes if inherited assets are sold
Tax liabilities of the deceased not covered before the transfer
Furthermore, in inheritances with assets outside the country or with foreign heirs, the tax implications can be even more complex.
HOW DO WE HELP YOU AT VIDAL & CANDAL?
Advance estate planning
We analyze your financial situation and help you legally structure the transfer of assets with the lowest possible tax impact.
Evaluation of possible applicable taxes
We determine whether your assets are subject to Estate Tax, Gift Tax, or Capital Gains Tax, and how they can be legally minimized.
Coordination with wills and trusts
We work with your attorney or notary to align the tax structure with your legal wishes.
Tax returns associated with inheritance
We handle the filing of the deceased's tax returns, as well as any outstanding tax obligations associated with the estate.
Assistance to heirs and beneficiaries
We provide accounting and tax support to heirs to understand their new responsibilities and tax obligations upon receiving assets.
WHO NEEDS THIS SERVICE?
People with property, investments or businesses who wish to organize their succession
Families who wish to avoid legal conflicts or confusion after a death
Heirs who have received assets and do not know how to handle the tax implications
Owners with assets abroad or planning to leave inheritances to relatives outside the U.S.
Investors who wish to protect their legacy and plan the orderly transfer of their assets
BENEFITS OF OUR CONSULTING
REDUCTION OF TAXES AND INHERITANCE COSTS
ORDERLY AND LEGAL TRANSFER OF ASSETS
PROTECTION OF FAMILY HERITAGE
SUPPORT BEFORE, DURING AND AFTER THE PROCESS
PEACE OF MIND FOR YOU AND YOUR LOVED ONES
FREQUENTLY ASKED QUESTIONS
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