For most of us, planning for the distribution of our financial resources and personal property can be a difficult and emotionally charged event. 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