Estate Planning

Accounting and Estate Planning

Accounting and Estate Planning is a very important part of your financial planning.  It anticipates and arranges for the disposal of your estate during your life.   We assist in reducing, if not eliminate, any uncertainties over the administration of probates and help in maximizing the value of your estate by reducing taxes and other expenses.  Our ultimate objective is to meet or exceed our client’s goals, which may be simple or complex depending on our client’s needs.  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, insurance, etc.  The key to estate planning is being familiar with you legal and economic rights.  We help in these areas to assist you in minimizing the costs and overcome the obstruction that comes with estate planning.

With Accounting and Estate Planning, we assist in the following:

Your accounting and estate planning is one of the most important part of your life.  We assist in planning the proper disposal of your estate according to your wishes.

Designations of your beneficiaries, trusts, property ownership, wills, etc. and all final arrangements required to ensure that your property is disposed of according to your wishes.

Trusts may be used to set up provisions for the trust distribution involving minor children or disabled beneficiaries.

Appraise and recommend any and all available options depending on your current situation.

Long-term management of your estate in the event that you and/or your spouse becomes incapacitated.

The transfer of assets to beneficiaries according to your wishes.

Budget Worksheet.pdf

Other service we provide

Financial Planning


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