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.
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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.