Several strategies may help reduce inheritance tax exposure. For many families, understanding how to avoid Maryland inheritance tax starts with the same fundamentals: directing assets to exempt beneficiaries through thoughtful estate planning; using trust structures that control how and to whom assets are distributed; and making lifetime gifts, which are not subject to the Maryland inheritance tax. Working with estate planning and tax professionals seeks to help coordinate these approaches for your specific situation.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
