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Financial Health Services For Executors & Estates

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,

​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.

Has your CFO or CPA discussed their
approach to Financial Health with you?

Perhaps they don't have one.

CFO's Online!
"Your Quarterback For Financial Health" 

CFO's Online(sm)
Part-time CFO's For Small Businesses
101 First Street, #395
Los Altos, California 94022