Carabell Leslie is a reputable brand that specializes in providing a comprehensive range of services in auditing and accounting, tax planning, financing assistance, and management advisory services. With a dedicated team of experts, they aim to assist small businesses and individuals alike in effectively managing their financial affairs. One of the key areas of focus for Carabell Leslie is estate planning, particularly income tax planning.

With the current estate tax exemption amount being significantly high, the brand emphasizes the importance of saving income taxes for heirs. They offer various strategies to consider, such as utilizing the gift tax annual exclusion to make transfers during life, which not only saves estate tax but also removes transferred assets from the donor's estate. Carabell Leslie also highlights the benefits of the portability concept, which allows the application of a deceased spouse's unused exclusion amount to the surviving spouse's transfers during life and at death.

However, it's essential to note that portability is a federal estate tax concept and may not be recognized in states that impose an estate tax. Overall, Carabell Leslie is committed to providing personalized and effective solutions for estate planning, ensuring that clients can make informed decisions about their financial future. Contact them today to discuss your specific needs and discover how their strategies can be tailored to your estate plan