How can you minimize taxes on your estate? Ensure that all you have worked for will be passed on to your heirs as you dictate? Most people don't like to deal with what is the inevitable, but with estate tax rates that go up to forty-five percent, you must plan - detailed, structured, intensive planning. And we can help.

The Burden of Taxes

Did you know that. . .

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 bene-
ficiaries may be burdened with the tax payments?
The annual gift tax exclusion allows you to save
taxes by making a gift of some of your current prop-
erty now?
A final income tax, estate tax and estate income tax
return must be prepared and filed?

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 and experienced advisors.

Personal Services

As CPAs, we provide you with the knowledge, vision, and expertise to structure your estate to minimize taxes and maximize distribution. We work with your goals and your needs. We take a look at the "big picture" of your estate, consulting with other advisors - legal, trust, 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.

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 counsel, with our personal, expert, and objective services, you can come as near to total control of your estate as the law allows.