Making sure your estate is managed properly during an unforeseen illness or after your passing can be a difficult and confusing process.
Benefits & Reliable
The process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.
An inheritance tax is a tax paid by a person who inherits money or property of a person who has died, whereas an estate tax is a levy on the estate (money and property) of a person who has died.
Following the instructions of the will by offering the will for probate, disbursing property to the beneficiaries as designated in the will, obtaining information of potential heirs, collecting and arranging for payment of debts of the estate and approving or disapproving creditors’ claims.
Whether you are an individual or a company we can provide the most superior quality Accounting, Investment, Retirement, Estate Planning, Insurance, and Tax Resolution services. One client, one family, and one community at a time.