{"id":341,"date":"2025-09-29T00:18:47","date_gmt":"2025-09-29T00:18:47","guid":{"rendered":"https:\/\/galvincpatax.com\/?page_id=341"},"modified":"2025-12-11T20:43:05","modified_gmt":"2025-12-11T20:43:05","slug":"usa-estate-and-gift-tax-service","status":"publish","type":"page","link":"https:\/\/galvincpatax.com\/en\/usa-estate-and-gift-tax-service\/","title":{"rendered":"usa estate and gift tax service"},"content":{"rendered":"\n<div class=\"wp-block-genesis-blocks-gb-columns gb-slate-section-hero-with-buttons gb-slate-section-hero-buttons gb-layout-columns-1 one-column gb-has-background-dim gb-has-background-dim-20 gb-background-cover gb-background-no-repeat has-vivid-cyan-blue-background-color gb-has-custom-text-color gb-columns-center alignfull\" style=\"padding-top:10em;padding-right:1em;padding-bottom:10em;padding-left:1em;color:#f5f5f5;background-image:url(http:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/07\/blog7.png);background-position:48% 72%\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-1 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-1 gb-1-col-equal gb-columns-center alignfull\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-8 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column gb-is-vertically-aligned-top\"><div class=\"gb-block-layout-column-inner\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#f5f5f5;font-size:40px\">USA Estate and Gift Tax Service<\/h2>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:#f5f5f5\">Plan ahead to protect your wealth and minimize estate &amp; gift tax exposure in the United States.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button amelia-popup\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"#\" style=\"border-top-left-radius:6px;border-top-right-radius:6px;border-bottom-left-radius:6px;border-bottom-right-radius:6px;color:#ffffff;background-color:#006CD8\"><strong><strong>Book a FREE 15 minutes online meeting<\/strong><\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"https:\/\/galvincpatax.com\/product\/usa-estate-and-gift-tax-service\/\" style=\"border-top-left-radius:6px;border-top-right-radius:6px;border-bottom-left-radius:6px;border-bottom-right-radius:6px;color:#1f1f1f;background-color:#ffffff\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Get a quote<\/strong><\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-slate-section-feature-text-columns gb-slate-feature-text-columns gb-layout-columns-1 one-column gb-has-custom-background-color gb-has-custom-text-color gb-columns-center alignfull\" style=\"padding-top:6em;padding-right:1em;padding-bottom:6em;padding-left:1em;background-color:#ffffff;color:#1f1f1f\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-1 one-column gb-columns-center\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:2000px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<h2 class=\"wp-block-heading has-text-align-center has-text-color\" style=\"color:#1f1f1f;font-size:40px\">Why Estate &amp; Gift Tax Planning Matters<\/h2>\n\n\n\n<p class=\"has-text-align-left has-text-color wp-block-paragraph\" style=\"color:#1f1f1f\">At <strong>GalvinCPA &amp; TAX<\/strong>, we provide expert guidance on <strong>estate and gift tax planning<\/strong> for U.S. individuals, families, and international clients. Our team ensures your wealth transfers are tax-efficient, legally compliant, and aligned with your long-term goals.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-4 gb-4-col-equal\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#1f1f1f;font-size:26px\">Minimize Federal and State Estate Tax Liabilities<\/h3>\n\n\n\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">We design efficient estate tax strategies to reduce both <strong>federal and state-level obligations<\/strong>, ensuring your beneficiaries receive the maximum value of your estate.<br>Our planning integrates lifetime gifting and charitable structures to optimize your legacy.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#1f1f1f;font-size:26px\">Maximize Lifetime Exemptions and Annual Exclusions<\/h3>\n\n\n\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">Our advisors help you make the most of <strong>IRS lifetime exemptions<\/strong> and annual gifting limits.<br>By leveraging these opportunities, you can transfer wealth tax-free while maintaining flexibility and control over your assets.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<h3 class=\"wp-block-heading has-text-color\" style=\"color:#1f1f1f;font-size:26px\">Ensure Smooth Wealth Transfer Across Generations<\/h3>\n\n\n\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">We coordinate legal, financial, and tax elements to support <strong>seamless generational transfers<\/strong>.<br>From trust structures to valuation and reporting, our approach minimizes disputes and ensures compliance.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<h3 class=\"wp-block-heading\">Protect International Assets from U.S. Tax Exposure<\/h3>\n\n\n\n<p class=\"has-normal-font-size wp-block-paragraph\">For global families and cross-border investors, we provide <strong>foreign trust, residency, and treaty-based planning<\/strong>.<br>Our team safeguards your assets from double taxation and unnecessary U.S. estate inclusion.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-cover alignfull category-section\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--80);padding-right:0;padding-bottom:var(--wp--preset--spacing--80);padding-left:0\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category-bg.png\" class=\"wp-block-cover__image-background wp-image-489790 lazyload\" alt=\"\" data-object-fit=\"cover\"><noscript><img decoding=\"async\" class=\"wp-block-cover__image-background wp-image-489790\" alt=\"\" src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category-bg.png\" data-object-fit=\"cover\"><\/noscript><span aria-hidden=\"true\" class=\"wp-block-cover__background has-secondary-background-color has-background-dim-90 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-container-core-cover-is-layout-a7fd4955 wp-block-cover-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-text-align-center has-background-color has-text-color has-link-color has-dosis-font-family has-post-title-font-size wp-elements-1\" style=\"margin-bottom:var(--wp--preset--spacing--80)\">Our Key Services<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column category-box has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category1.png\" alt=\"\" class=\"wp-image-489794 lazyload\"><noscript><img decoding=\"async\" src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category1.png\" alt=\"\" class=\"wp-image-489794\"><\/noscript><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-text-color has-link-color wp-elements-2\" style=\"color:#1E1E1E\">Estate Tax Planning<\/h4>\n\n\n\n<p class=\"has-title-color-color has-text-color has-link-color wp-elements-3 wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\">Strategies to reduce estate tax liability, including valuation discounts, charitable giving, and trust structures<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column category-box has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category2.png\" alt=\"\" class=\"wp-image-489799 lazyload\"><noscript><img decoding=\"async\" src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category2.png\" alt=\"\" class=\"wp-image-489799\"><\/noscript><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-text-color has-link-color wp-elements-4\" style=\"color:#1E1E1E\">Gift Tax Planning<\/h4>\n\n\n\n<p class=\"has-title-color-color has-text-color has-link-color wp-elements-5 wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\">Utilize <strong>annual exclusions, lifetime exemptions, and gifting strategies<\/strong> to transfer wealth tax-efficiently.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column category-box has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category3.png\" alt=\"\" class=\"wp-image-489800 lazyload\"><noscript><img decoding=\"async\" src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category3.png\" alt=\"\" class=\"wp-image-489800\"><\/noscript><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-text-color has-link-color wp-elements-6\" style=\"color:#1E1E1E\">Cross-Border Estate &amp; Gift Tax<\/h4>\n\n\n\n<p class=\"has-title-color-color has-text-color has-link-color wp-elements-7 wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\">Advising international clients with <strong>U.S. property, green card holders, and expatriates<\/strong> on tax obligations.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-2bfd5517 wp-block-columns-is-layout-flex\" style=\"margin-top:var(--wp--preset--spacing--80)\">\n<div class=\"wp-block-column category-box has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category4.png\" alt=\"\" class=\"wp-image-489805 lazyload\"><noscript><img decoding=\"async\" src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category4.png\" alt=\"\" class=\"wp-image-489805\"><\/noscript><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-text-color has-link-color wp-elements-8\" style=\"color:#1E1E1E\">Trust &amp; Wealth Structuring<\/h4>\n\n\n\n<p class=\"has-title-color-color has-text-color has-link-color wp-elements-9 wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\">Designing trusts, family partnerships, and charitable vehicles to align with your financial and tax goals.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column category-box has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--50)\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category5.png\" alt=\"\" class=\"wp-image-489806 lazyload\"><noscript><img decoding=\"async\" src=\"https:\/\/galvincpatax.com\/wp-content\/themes\/alpha-accounting-pro\/assets\/images\/category\/category5.png\" alt=\"\" class=\"wp-image-489806\"><\/noscript><\/figure>\n\n\n\n<h4 class=\"wp-block-heading has-text-color has-link-color wp-elements-10\" style=\"color:#1E1E1E\"><strong>IRS Compliance &amp; Filings<\/strong><\/h4>\n\n\n\n<p class=\"has-title-color-color has-text-color has-link-color wp-elements-11 wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0\">Assistance with <strong>Form 706, 709, and international disclosures<\/strong> for estate and gift tax compliance.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">How it works<\/h2>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-slate-section-numbered-list-and-image gb-layout-columns-2 gb-2-col-equal has-background-background-color gb-has-custom-text-color gb-columns-center alignfull\" style=\"padding-top:6em;padding-right:1em;padding-bottom:6em;padding-left:1em;color:#1f1f1f\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax-683x1024.jpg\" alt=\"USA Estate and Gift Tax Service\" class=\"wp-image-343 lazyload\"><noscript><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax-683x1024.jpg\" alt=\"USA Estate and Gift Tax Service\" class=\"wp-image-343\" srcset=\"https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax-683x1024.jpg 683w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax-200x300.jpg 200w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax-768x1152.jpg 768w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax-600x900.jpg 600w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/09\/gift-tax.jpg 1024w\" sizes=\"auto, (max-width: 683px) 100vw, 683px\" \/><\/noscript><\/figure>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column gb-is-vertically-aligned-center\"><div class=\"gb-block-layout-column-inner\">\n<h3 class=\"wp-block-heading gpb-fluid-4 has-text-color\" style=\"color:#1f1f1f;font-size:22px\"><strong>1 <strong>Quote &amp; Pricing<\/strong><\/strong><\/h3>\n\n\n\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">You may request a quotation via the buttons \u2014either complete a brief request form or schedule a 15-minute online meeting. We will review the specifics of your engagement and provide<strong> the<\/strong> <strong>most appropriate pricing<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2 <strong>Contract &amp; Order<\/strong><\/h3>\n\n\n\n<p class=\"has-normal-font-size wp-block-paragraph\"><strong>After we agree on the price and scope of work, we\u2019ll sign an e-contract and create your order.<\/strong><br>You can then manage payments and track progress directly from the order page, and download the corresponding PDF invoice.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3 <strong>Work process<\/strong><\/h3>\n\n\n\n<p class=\"has-normal-font-size wp-block-paragraph\">We&#8217;re here to help you navigate the increasingly complicated process of individual Tax.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-default\"\/>\n\n\n\n<ol class=\"wp-block-list gpb-number-list\">\n<li class=\"has-normal-font-size\"><strong><strong>Initial Consultation<\/strong><\/strong><br>Review your assets, goals, and tax exposure<\/li>\n\n\n\n<li class=\"has-normal-font-size\"><strong><strong>Asset &amp; Document Review<\/strong><\/strong><br>Analyze estate structure and gift history<\/li>\n\n\n\n<li class=\"has-normal-font-size\"><strong>Strategy Development<\/strong><br>Create tax-efficient estate &amp; gifting plan<\/li>\n\n\n\n<li class=\"has-normal-font-size\"><strong>Implementation<\/strong><br>Establish trusts, partnerships, and file IRS forms<\/li>\n\n\n\n<li class=\"has-normal-font-size\"><strong>Ongoing Support<\/strong><br>Annual updates, monitoring, and compliance assistance<\/li>\n<\/ol>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-slate-section-blog-posts gpb-slate-section-blog-posts gb-layout-columns-1 gb-1-col-equal has-background-background-color gb-has-custom-text-color gb-columns-center alignfull\" style=\"padding-top:6em;padding-bottom:3em;color:#1f1f1f\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:2000px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<div class=\"wp-block-genesis-blocks-gb-columns gb-slate-section-accordion-and-text gb-slate-section-text-accordion gb-layout-columns-2 gb-2-col-equal has-secondary-background-color gb-has-custom-text-color gb-columns-center alignfull\" style=\"padding-top:6em;padding-right:1em;padding-bottom:6em;padding-left:1em;color:#1f1f1f\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#1f1f1f;font-size:40px\">FAQ \u2013 U.S. Estate &amp; Gift Tax<\/h2>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:#1f1f1f\"><strong>Have any questions? Don\u2019t hesitate to reach out.<\/strong><\/p>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-2 gb-2-col-wideleft\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-1 gb-is-responsive-column\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<div class=\"wp-block-jetpack-contact-info\">\n<div class=\"wp-block-jetpack-email\">Email:\n<a href=\"mailto:service@galvincpatac.com\">service@galvincpatac.com<\/a><\/div>\n\n\n\n<div class=\"wp-block-jetpack-phone\"><span class=\"phone-prefix\">\nTel:<\/span><a href=\"tel:3652281218\">365 228 1218<\/a><\/div>\n\n\n\n<div class=\"wp-block-jetpack-address\"><a href=\"https:\/\/www.google.com\/maps\/search\/Address:1156+Old Colony Rd,+Oakville,+ON,+Canada\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Open address in Google Maps\"><div class=\"jetpack-address__address jetpack-address__address1\">Address:1156 Old Colony Rd<\/div><div><span class=\"jetpack-address__city\">Oakville<\/span>, <span class=\"jetpack-address__region\">ON<\/span> <span class=\"jetpack-address__postal\"><\/span><\/div><div class=\"jetpack-address__country\">Canada<\/div><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-721x1024.jpg\" alt=\"Wechat QR code\" class=\"wp-image-1417 lazyload\" style=\"width:130px\"><noscript><img loading=\"lazy\" decoding=\"async\" width=\"721\" height=\"1024\" src=\"https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-721x1024.jpg\" alt=\"Wechat QR code\" class=\"wp-image-1417\" style=\"width:130px\" srcset=\"https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-721x1024.jpg 721w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-211x300.jpg 211w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-768x1091.jpg 768w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-8x12.jpg 8w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin-600x853.jpg 600w, https:\/\/galvincpatax.com\/wp-content\/uploads\/2025\/12\/Galvin.jpg 950w\" sizes=\"auto, (max-width: 721px) 100vw, 721px\" \/><\/noscript><\/figure>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<div class=\"wp-block-genesis-blocks-gb-accordion gb-slate-accordion gpb-rounded-md gb-block-accordion gb-font-size-24\"><details><summary class=\"gb-accordion-title\">What is the current U.S. estate tax exemption?<\/summary><div class=\"gb-accordion-text\">\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:#1f1f1f\">The federal estate tax exemption is adjusted annually for inflation. Planning ensures you maximize its use.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/details><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-accordion gb-slate-accordion gpb-rounded-md gb-block-accordion gb-font-size-24\"><details><summary class=\"gb-accordion-title\">Are gifts taxable in the U.S.?<\/summary><div class=\"gb-accordion-text\">\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">Certain gifts above the annual exclusion ($17,000 per recipient in 2025) may require filing <strong>Form 709<\/strong>, but not all trigger tax.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/details><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-accordion gb-slate-accordion gpb-rounded-md gb-block-accordion gb-font-size-24\"><details><summary class=\"gb-accordion-title\"><strong>Do non-U.S. citizens pay U.S. estate tax?<\/strong><\/summary><div class=\"gb-accordion-text\">\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">Yes, non-residents with <strong>U.S. assets<\/strong> may be subject to estate tax, often with lower exemptions. Tax treaties can help.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/details><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-accordion gb-slate-accordion gpb-rounded-md gb-block-accordion gb-font-size-24\"><details><summary class=\"gb-accordion-title\">What forms are required for estate and gift taxes?<\/summary><div class=\"gb-accordion-text\">\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">Typically <strong>Form 706 (estate tax return)<\/strong> and <strong>Form 709 (gift tax return)<\/strong>, plus possible international disclosures.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/details><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-accordion gb-slate-accordion gpb-rounded-md gb-block-accordion gb-font-size-24\"><details><summary class=\"gb-accordion-title\">When should I start estate &amp; gift tax planning?<\/summary><div class=\"gb-accordion-text\">\n<p class=\"has-text-color has-normal-font-size wp-block-paragraph\" style=\"color:#1f1f1f\">As early as possible. Proactive planning ensures smoother wealth transfer and minimizes surprises.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n<\/div><\/details><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gpb-slate-section-cta-accent gb-layout-columns-1 gb-1-col-equal has-background-background-color gb-has-custom-text-color gb-columns-center alignfull\" style=\"padding-top:6em;padding-right:1em;padding-bottom:1em;padding-left:1em;color:#f5f5f5\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column gb-is-vertically-aligned-center\"><div class=\"gb-block-layout-column-inner\" style=\"text-align:left\">\n<h2 class=\"wp-block-heading has-text-color\" style=\"color:#f5f5f5;font-size:40px\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-secondary-color\">Secure your family\u2019s financial future today.<\/mark><\/h2>\n\n\n\n<p class=\"has-text-color wp-block-paragraph\" style=\"color:#f5f5f5\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-secondary-color\"><strong>Contact GalvinCPA &amp; TAX for tailored U.S. estate and gift tax planning.<\/strong><\/mark><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill amelia-popup\"><a class=\"wp-block-button__link has-background-color has-secondary-background-color has-text-color has-background wp-element-button\" style=\"border-top-left-radius:6px;border-top-right-radius:6px;border-bottom-left-radius:6px;border-bottom-right-radius:6px\"><strong>Contact GalvinCPA &amp; TAX today for a personalized consultation<\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-background-color has-tertiary-text-color-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/galvincpatax.com\/product\/usa-estate-and-gift-tax-service\/\" style=\"border-top-left-radius:6px;border-top-right-radius:6px;border-bottom-left-radius:6px;border-bottom-right-radius:6px\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Get a quote<\/strong><\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<script>\n  if (typeof hasAmeliaEntitiesApiCall === 'undefined' && ('amelia-popup' === '' && '1' !== '1')) {\n    var hasAmeliaEntitiesApiCall = true;\n  }\n  var ameliaShortcodeData = (typeof ameliaShortcodeData === 'undefined') ? 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