Estate Planning

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 financial planner's professional and comprehensive approach to estate planning, you can be assured that your wishes will be honored, including:

  • Reviewing wills, trusts, retirement plans and other estate planning documents and ensuring they remain up to date
  • Developing a strategy that fulfills your goals while preserving assets for the next generation, reducing estate-tax liability and providing for sufficient liquidity
  • Explaining methods of property transfers, estate-tax rules, the impact of the most current estate-planning legislation and possible future changes in rules and regulations
  • Collaborating with other team members --- attorneys, investment advisers, appraisers and insurance brokers, among others --- to ensure that every issue is properly addressed by the appropriate expert