CPAs are best suited to evaluate the tax consequences of estate plans. Business owners and other high-net-worth individuals should strongly consider making or updating an estate plan to reduce estate taxes and ensure your assets are distributed according to your wishes.
Topics: Estate and Trust Services
So many moments in our lives we come to a fork in the road. Should I or shouldn’t I? Left or right?
One of these crossroads may be a decision of whether or not to be named a trustee of a trust. It is not a decision to be made lightly. Before you decide whether to take on both the honor and responsibility of being a trustee, there are several factors to take into consideration which may help you in making that decision.
Topics: Estate and Trust Services
Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. In addition to saving taxes, it’s essential to ensure your assets will be distributed according to your wishes.
In many instances, people spend more time planning a family vacation than they do planning their estates. They look at estate planning as a burden instead of an opportunity. You’ve worked hard your whole life to provide for your family and make your loved ones more secure, so be sure to have an estate plan.
Topics: Estate and Trust Services
