Before 2017’s federal tax reform, which made about 99% of Americans exempt from the estate tax, Paul used to offer professional estate planning services to Washington, D.C. and Maryland residents.
His comprehensive guidance on matters of inheritance and taxation helped hardworking people provide for the financial security of loved ones, frequently achieving the same results that are guaranteed by law today.
His clients, over the years, have included business owners, fellow lawyers, economists, top American athletes, and both state and federal government employees, among others. For family-owned businesses, he offered services designed to optimize business continuity.
Anyone who has taken advantage of Paul's services knows that he emphasizes the importance of looking ahead. A good financial strategy considers not only what the law happens to be today but also how it may change.
Given that the estate tax is among the United States' most frequently changed laws, historically, it is reasonable to think we may see changes in coming years.