Planning what happens to your estate when you're gone can seem frusterating and intimidating with out qualified help. You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. Out the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.
In all cases, estate planning ends up saving your family lots of time. heartache and money. And we can help. We understand that every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships.
We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.
Our experienced CPAs can 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.
Need help with your everyday accounting too?
Check out our all-in-one accounting solutions for small businesses. Get everything your business needs plus reports for one low, flat monthly fee.
