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Accounting and Estate Planning is a very important part of financial planning. It anticipates and arranges for the disposal of your estate during your life. We assist in reducing, if not eliminating, any uncertainties over the administration of probates and maximizing the value of your estate by reducing taxes and other expenses. Our ultimate goal is to meet or exceed our client’s goals! Guardians are often assigned for minor children or incapacitated beneficiaries. In some cases, estate planning may overlap to some extent with elder law, which at times may include other provisions such as long-term care.
Attempting to complete accounting and estate planning on your own can be costly and problematic when dealing with taxes, probate, investments, and insurance. The key to estate planning is being familiar with you legal and economic rights. We can assist you in minimizing costs and overcoming the difficulties that occur with estate planning.