“My goal is to ensure my clients’ estate and business planning goals are met while attempting to maximize the legacy they leave for their loved ones.“

About Esther A. Streete

As a Certified Public Accountant (CPA) who holds a Masters of Law in Taxation, Esther has valuable experience in preparing personal and business tax returns and many years of estate planning, tax consulting and estate and trust administration experience.

Estate and business planning requires a special level of attention to detail, an ability to educate clients and execute a plan that achieves each client’s unique goals. With a sincere dedication to her clients’ long-term success, Esther is compassionate about her clients and their goals not only to ensure they are in line with the law but to give her clients a peace of mind.

Her tax background provides her with the knowledge and skills to develop strategies that will help protect her clients’ assets for their families, businesses and future generations. Esther often works closely with certified public accountants, financial planners, and other advisors to provide comprehensive planning advice. She is particularly effective at navigating sophisticated plans that address issues unique to clients with a high net worth and significant assets.

Combining her previous experience as a long distance track runner with her current profession, Esther believes that staying in both good physical and financial shape are both very important goals that require a lot of discipline and preparation but can be very rewarding.

Estate Tax Implication of Funding Buy-Sell Agreement with Life Insurance

In a unanimous ruling, the Supreme Court, in Connelly v. United States, 602 U.S., 2024 WL 3859749 (June 6, 2024), affirmed a decision of the...
Read More about Estate Tax Implication of Funding Buy-Sell Agreement with Life Insurance

2023 Federal and Maryland Estate Tax Law Update

In October 2021, there were legislative proposals to reduce the federal estate tax exemption to $5,000,000, indexed for inflation.  However, those proposals did not become...
Read More about 2023 Federal and Maryland Estate Tax Law Update

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