Planning for ones estate is not a process that one usually looks forward to, but it is a necessary step in the Financial Sustainability Life-Cycle. Some of the fear associated with this process is due to the complexities involved with the process. In order to formulate an Estate Plan properly, the owner or other individual needs to identify their family needs and how to best meet those needs. He can do this by consulting with one of our financial/estate planners who will work to develop a plan that achieves his or her goals effectively and at the least cost.
Our Estate Planning Services:
We guide you through the complex process of getting your financial affairs in order so that the transfer of assets to your family or other beneficiaries is done properly. We can reduce or eliminate the tax due on the transfer of your business and other assets We work with attorneys who will help you to draft the necessary trust documents to avoid probate taxes. Specifically,
We can help you to facilitate the orderly transfer of assets to your beneficiaries
We can provide security for your surviving spouse.
We can reduce or eliminate the tax due on the transfer of your business and other assets.
We can provide business owners with business continuity and succession issues
Financial Services For Executors
After a person has passed away, the role of executor will actively begin. The executor will now have a lot of duties to perform. Among these are to see that a proper accounting is done and that the proper tax returns are filed. Therefore, it makes sense to contract with an outside fiduciary CPA to provide the Executor with financial advice.