Estate Planning Estate Planning Estate planning is the process through which we assist clients in creating, using, preserving, and transferring their wealth. Each client has unique objectives and concerns in this area which must be addressed. Listening to the client carefully, asking the right questions, and gaining an understanding of the client's wishes and particular circumstances is essential to us, as CPA's, in helping our clients design and implement an estate plan most suitable for them. Many people mistakenly believe that they do not have enough assets to make estate planning worthwhile, or they procrastinate in their planning until it is too late.
Estate planning is for everyone.
Minimizing Taxes Ever increasing taxes are a formidable impediment to the financial security that you are working so hard to achieve. They have made accumulating, preserving, and disposing of your wealth more complicated than ever before. Without proper planning, income, estate, gift, and inheritance taxes can erode a significant portion of your estate. As CPA's, we possess the knowledge and expertise to develop estate plans that build and preserve assets during a person's lifetime in an unfriendly tax environment. We also seek to reduce the adverse impact of federal and state death taxes, thereby maximizing the portion of your estate that ultimately passes to your heirs.