For most of us, planning for the distribution of our financial resources and personal property can be a difficult and emotionally charged issue. However, with a CPA's professional and comprehensive approach to estate planning, you can be assured that your wishes will be honored.
- Review wills, trusts, retirement plans and other estate planning documents
- Develop a strategy that fulfills your goals while preserving assets, reducing estate tax liability and providing for sufficient liquidity
- Explain different methods of property transfers, estate tax rules, the impact of the most current estate planning legislation and possible future changes in rules and regulations
- Collaborate with other team members - attorneys, investment advisors, appraisers and insurance agents, among others - to ensure that every issue is properly addressed by the appropriate expert