Estates

One of the most important parts of a financial plan is an estate plan. Estate plans are not only used to help distribute your assets after your passing but is also used to save your family from difficult decisions, plan for incapacity, and minimize transfer taxes. Our experts will work with your team of investment advisors, attorneys, and insurance providers to create a plan suited to your own individual needs. Once this plan is established, a routine review will allow you to adjust for changes in your status, and ensure that your financial assets are dispersed in the manner you intended.

When it comes time to implement the estate plan, we have experienced CPAs who work with Executors, Administrators, and beneficiaries to ensure that the estate plan is followed and managed properly. Our team will also help to alleviate the stress of any compliance requirements for filing inheritance or estate tax returns.

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