How
can you minimize taxes on your estate? How can you
ensure that all you have worked for will be passed
on to your heirs as you dictate?
Wishing doesn't make it so. It takes planning--detailed,
structured, intensive planning; and we can help.
As CPAs, we provide you with the knowledge, vision,
and expertise to structure your estate to minimize
taxes and maximize distributions. We work with your
goals and your needs. We take a look at the "big
picture" of your estate, consulting with other
advisors--legal, insurance, and investment--to give
you comprehensive, detailed, and most importantly,
personal service.
If you are an owner of a closely held business, your
needs are particularly complex. We can assist you
and your heirs to realize the value of this business.
We do not just help you plan for your estate and
then walk away. We continually monitor it, keeping
a watchful eye on the changing economic scene, on
your changing personal and professional needs, and
on the ever-changing tax laws and regulations. We
work closely with executors and beneficiaries to maximize
the assets for distribution.
Did you know that...
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if you die without a will, the state will dispose
of your property according to its laws, not your
wishes? |
| • |
there are various forms of trust arrangements
that ensure your beneficiaries will benefit from
your property over varied lengths of time? |
| • |
if your estate doesn't plan for liquidity, your
beneficiaries may be burdened with the tax payment? |
| • |
state
death taxes are added to Federal taxes? |
| • |
the annual gift tax exclusion allows you to save
taxes by making a gift of some of your current
property now (so long as the property appreciates
in the future)? |
| • |
a
final income tax, estate tax, and estate income
tax return must be prepared and filed? |
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These questions only hint at the complexity involved
in tax structuring and planning for your estate. It
is foolish not to address these questions...and even
more so not to get them answered by skilled experienced
advisors--by us.
Should you find yourself handling an estate for which
no planning was done, we can assist you to minimize
the tax implications and meet all of the necessary
filing requirements.
It is one of the frustrating ironies of life that
you work for decades to achieve financial security,
only to find that upon your death, tax, legal, and
other obligations may seriously erode the value of
all that you attained. But armed with our personal,
expert, and objective services, you can come as near
to total control of your estate as the law allows.
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