Estate Planning

Plan Now So Your Loved Ones Are Taken Care Of

Estate planning is something you may not think about very often, but the fact is that a little planning now will prevent a world of headaches for your loved ones later on!

Plus, taking the time now to plan and record what will happen to your estate when you’re gone gives you control over everything you’ve earned and acquired. If you don’t specify your wishes, government agencies may step in and decide for you.

We’ll Help With Your Estate Planning

Our knowledgeable CPAs will do everything in their power to lower the taxes that will be due at the time of your death. This way, your loved ones or the individuals or charities you specify as your recipients will get more of your estate, rather than ending up with too little because of high taxes.

We put our understanding of tax law to work for you and your family when we work on estate planning. We’ll assist you with your living wills and trust, family wealth transfers, family partnerships, and more. During our planning consultations, we’ll be happy to answer your questions and make sure your wishes are heard and respected.

Protect What’s Yours

Everything you own makes up your estate. That baby grand piano you purchased to grace your living room, the computer equipment you bought for your home office, the dream motorcycle you got yourself for relaxing rides along the hillsides — all of these things are part of your estate. So is your primary residence and any second home you may own, whether it’s a cabin in the woods or a beach house.

How do you go about with estate planning to make sure whoever inherits these items will not be financially burdened by them? This is a valid question, and one we’ll be happy to explore together with you. Every case is unique, and we welcome the opportunity to work with you and help you through savvy, customized estate planning.

To get started, contact Straight Talk CPAs today!

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