Estate Tax

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Estate Tax Services

At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.

What Is the Meaning of Estate Tax?

Estate tax is a federal tax on the total value of a deceased person’s assets at the time of their death. These assets—ranging from real estate and investments to business interests and personal property—form what the IRS terms the “gross estate.” At Presti & Naegele, we help you understand what’s included, how valuations are determined, and how to minimize liabilities through strategic planning and meticulous filing.



Our estate tax service ensures every detail is covered—from identifying all taxable assets to calculating deductions and preparing federal estate tax returns. We work directly with executors, trustees, and family members to streamline the process and avoid costly mistakes.

Do You Have to Pay Taxes on Money Given to You When Someone Dies?

In most cases, beneficiaries do not pay taxes on inherited assets. However, there are critical exceptions and nuances. Certain distributions—such as those from tax-deferred retirement accounts—can have tax consequences. Additionally, the estate itself may be subject to federal and state taxes before distributions are made.

That’s where Presti & Naegele adds real value. Our estate tax experts clarify what’s taxable, identify opportunities to reduce estate tax exposure, and handle the rigorous documentation required by the IRS and state authorities. We ensure heirs receive their inheritance smoothly, with minimal tax impact.

Proudly Serving All Over the U.S.

Why Estate Tax Services Matter More Than Ever

Estate tax isn’t just about forms and figures—it’s about protecting legacies, reducing family stress, and preserving what you’ve built over a lifetime. At Presti & Naegele, we understand the emotional and financial weight of settling an estate. That’s why we provide not just tax calculations, but trusted counsel and unwavering support.

Our estate tax services solve key pain points:



• We help avoid legal pitfalls and penalties from incorrect filings.
• We reduce stress for families during emotionally challenging times.
• We uncover tax-saving opportunities others often overlook.
• We ensure full IRS compliance, giving you peace of mind.

Who Benefits Most from Estate Tax Services?

Our estate tax services are essential for:

• High-net-worth individuals looking to plan their estate proactively.
• Executors and trustees managing complex or high-value estates.
• Families who want to ensure their loved one’s wishes are honored and protected.
• Attorneys and financial advisors seeking trusted CPA partners.



Whether you're navigating estate tax for the first time or planning to shield your estate from future liabilities, Presti & Naegele delivers the clarity and strategy you need.

Long-Term Value That Extends Beyond the Estate

What sets Presti & Naegele apart is our ability to provide value long after the estate is settled. From helping families establish trusts and gifting strategies to advising on succession planning, our firm becomes a financial ally for life. Our insights and services go beyond estate tax—they build enduring financial resilience.

Why Choose Presti & Naegele for Estate Tax Services?

Presti & Naegele combines technical mastery with a deeply personal approach. Here’s why clients across New York and beyond choose us:

• Decades of experience navigating estate tax law and regulations.
• Personalized attention from CPAs who care about your family’s future.
• Proactive strategies that maximize tax efficiency and asset preservation.
• A full-service firm with advisory, valuation, and forensic capabilities to support every financial need.



At Presti & Naegele, we don’t just prepare your estate tax return—we prepare you for what’s next.

Frequently Asked Questions About Estate Tax