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Estate Planning

 

 

ACCOUNTING & ESTATE PLANNING

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.

 

Accounting and Estate Planning, assists in the following:

 

  • Planning the proper disposal of your estate according to your specifications.
  • Designation of your beneficiaries, trusts, property ownership, wills, and all final arrangements required to ensure your property is allocated of according to your specifications.
  • Setting up provisions for the trust distribution involving minor children or disabled beneficiaries.
  • Appraise and recommend all available options based on your current situation.
  • Long-term management of your estate in the event that you and/or your spouse becomes incapacitated.
  • Transfer of assets to beneficiaries according to your specifications.

 

CALL TODAY! (727) 389-6612

Speak with an Accounting Solutions professional to see how we can help your business!