It requires a great deal of thought by the property owner as well as by a skilled professional adviser. A certified public accountant is invaluable to your estate planning decisions and plan implementation and can review legal documents drafted by your attorney.
Estate planning is for everyone.
Proper lifetime planning can assure the orderly transfer of the maximum amounts of assets to beneficiaries with the least possible depletion by taxes. It is the means by which an estate owner can preserve wealth that he or she has worked hard to accumulate. Please give us a call. We are ready and willing to serve you. Accordingly, where specific advice is necessary or appropriate, consultation with a competent professional adviser is strongly recommended.