Estate Planning and the Gift Tax The Confident Retirement

Azriel Baer’s practice focuses on estate planning, trust and estate administration at Farrell Fritz Attorneys based in Uniondale, NY. Azi advises clients on wealth preservation, estate, and gift tax planning. He helps his clients achieve their estate planning objectives by preparing wills, revocable and irrevocable trust instruments, and advance directives.
The favorite part of Azi’s practice is how he gets to interact with his clients, often acting as a family counselor who can make a real difference in their lives. Azi believes it’s a very personal part of the law that is a privilege to be a part of. 
Azi admits that he really enjoys tax law even though keeping up with the changing US tax law is a constant challenge. 
In our conversation, we discuss several topics, including:
Estate planning is not just for the rich.
The options available to those who have a taxable estate.
An explanation of revocable and irrevocable trusts and how they are used.
The three crucial documents every client should have.
How estate planning and estate administration go hand in hand.
The specialty of his practice includes gift tax planning.
How his clients benefit from the firm’s knowledgeable and collaborative colleagues.
Enjoy the show!

Connect with Azriel:
Website: https://www.farrellfritz.com/attorney/azriel-baer/

Connect with Kris:
Website: https://www.lpfadvisors.com/
LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/
Twitter: @kflammang
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