Death Analysis
Lower My Estate Tax Burden
Imagine if your heirs unnecessarily lost 40% of their inheritance to estate taxes, something that
could have been avoided with the right planning. Camelotta Advisors helps you create an estate
plan that tax efficiently positions an inheritance, tailored to the needs of your heirs. We’ll guide you through actionable steps you can take today to reduce estate taxes and increase the value
of your legacy. Additionally, we specialize in Roth strategies that allow wealth to transfer tax-
free, giving your heirs a foundation to begin build their own legacy.
Common Questions We Address:
- How much of my estate will be taxed?
- How do I minimize that tax?
- How do I pass wealth to my children tax-free?
- How does a Roth IRA work in an estate?
Service Areas
How Do I?
Start the Estate Settlement Process Today
Reach out to us today for a free consultation
Handling an estate is complex—but you don’t have to do it alone. Camelotta Advisors helps you streamline the process, minimize financial risks, and ensure your loved one’s legacy is honored.