8403 Colesville Road,
At Bailey Wealth Advisors, we believe estate planning means wealth preservation. Our goal is to help provide you with financial security for life and to maximize the financial priorities you have for your family and heirs. To fully leverage estate preservation opportunities and develop strategies to help achieve the family’s objectives, we consider:
Under the current law, the Parameters of the Estate, Gift, and GST Taxes for 2023 is $17,000 and is indexed annually for inflation.