We know where to start. When you find yourself being the personal representative of an estate, it is hard to know what questions to ask and who can answer them.

Losing a loved one is immensely difficult. We want to help remove the stress from the process. Helping you make sure everything is done right and the best way possible. 

We are licensed tax preparers. Settling an estate requires a much wider scope of expertise than simply filing taxes. Martialing estate assets, and getting money out of financial institutions is similar to pulling teeth. It just takes longer. We are adept at pushing paper and properly submitting required forms to move things as efficiently as possible. And ensuring transactions are done correctly in the best interest of the estate and the beneficiaries in light of the tax implications to both.

We help you ensure your estate plan is designed to achieve your goals.

People often do not fully understand the wills, trusts, and other estate documents they paid to create. In some cases, those documents are outdated and no longer reflect their current financial or family situation. In others, the existing plan is simply not structured to accomplish what they want.

After underwriting you financially and road mapping your goals, we will review your existing estate plan and explain to you in English what your documents do and the options they provide you. As importantly we will identify the options they don’t provide from a tax standpoint, so you can decide if updating them is best for you. 

We start by underwriting you financially to establish your present taxable estate value. We then buildout a cash flow schedule over your lifetime – showing how each of your assets is projected to increase or decrease over time. We account for income, expenses, inflation, market growth, required distributions (RMD’s) from IRA’s and retirement accounts, etc.

From here we can see what planning is needed to avoid estate taxes. Depending on your goals and beneficiaries - we design the roadmap that makes the most sense for you and your family. As always, keeping it simple to execute.

Once we build the roadmap together, you then have specific requests and instructions to provide an estate attorney to draft the necessary documents to accomplish the plan as designed. We will work with your attorney to communicate tax strategy and coordinate the details.