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Estate Planning

With all things considered that comes to estate planning such as minimizing estate taxes, creating a will, probate processes, health care concerns, eligibility of heirs, life insurance, living trusts, retirement plans, annuities and many others. There is just too much to keep track when planning everything on your own!

Every estate planning situation is different. Whether it be for traditional, premortem, or post-mortem estate planning, we want to know about your unique situation and the nature of your relationships. We understand sometimes the thought of estate planning can be too much of a hassle and you may feel tempted to put it off. Or perhaps the reminder of death makes you feel uncomfortable. However if properly planned and prepared, it will end up saving your family lots of time, heartache, and money. 

We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. Our CPA offers educational discussions, consultations, and recommendations to ensure that we will be with you every step of the way. 

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with...

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our CPAs can definitely provide assistance with your estate planning and are waiting to assist you through every step of the process.

Contact us today to schedule a consultation with our CPA.

If you'd like more information about our estate planning services please complete this form to setup an Initial Consultation.

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