As our society and tax laws become more complex, careful planning is necessary to ensure that an individual’s wishes for his or her estate are carried out as they had intended.
Those ideas may change as one’s life and financial situation change. A client’s estate planning objectives typically relate to one or more of the following basis concerns:
- Protecting loved ones.
- Minimizing estate taxes.
- Providing adequate estate liquidity.
- Ensuring competent management of assets.
- Directing the sharing of assets according to the individual’s wishes.
Don’t leave your estate to chance. Work with reputable advisors who have developed sound relationships with estate planning attorneys, and specialists. Don’t take a chance with just anyone who closes real-estate deals and “dabbles” in estates. Contact us today for sound estate planning advice.
Adamson + Co., P.A. will provide you with an initial business plan that will provide you with an approach to marketing, financial planning and management.
Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.
Most accountants do a fine job of filing tax returns, getting the right numbers in the right boxes on the right forms. But then they call it a day. The real secret to managing taxes is planning.
We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know