Death Analysis 

When it comes to inheritances, equal isn’t always equitable. Assets within an estate are subject
to varying tax rules, meaning a simple division could result in some heirs receiving less after-tax
value. On top of that, executors have to facilitate the transfer of assets to inheritors according to the estate documents or following the state’s laws. This requires careful organization and record-keeping.

Camelotta Advisors helps you stay organized and develops tax-efficient strategies to divide the
assets in an estate, focusing on after-tax values to ensure fairness and maximize the value for
all heirs. By tailoring each inheritance to the specific tax situation of each beneficiary, we help
you fulfil the wishes of the deceased while making their legacy larger and more impactful. On
top of that, we can set up new accounts for the inheritors and execute the tax-efficient transfer of assets to each heir. Lastly, we will provide any documentation needed for good recordkeeping and support you the following year by sending the tax forms for the accounts to help your tax season run smoothly.

Common Questions We Address:

• How do I transfer assets out of an estate?
• How do I know if I’m distributing estate assets correctly?
• What is my tax burden going to be from my inheritance?
• What are tax-efficient ways to transfer wealth?