The new tax laws create many opportunities and challenges alike that can generate confusion even when filing a straightforward tax return. We offer Tax Projection planning to avoid any surprises. We are in the office year round and can assist with any correspondence you may receive from the tax authorities.
Through proper estate planning you can arrange for the orderly transfer of assets at the time of your disability or death while also saving sometimes thousands of dollars in estate taxes. We are here to create, manage and maintain your estate plans throughout your life.
While it is important to have an estate plan in place before death it is equally as important to have an estate administrator after death. At the time of death, a person’s estate consists of all the assets and debts a person carries. Collecting and appraising assets, paying debts to creditors, and distributing the remaining estate can be a complicated long process which may include probate and laws that are specific to each state. We are committed to helping our clients seamlessly get through this trasition after the death of a loved one.
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