TRUST & ESTATE PLANNING FOR YOUR FAMILY

Due to the numerous changes in taxes over the years, the role of estate planning has passed, in many cases, to CPAs. This is in large part a result of the American Taxpayer Relief Act of 2012. Today, you need someone who can not only evaluate these changes but understand how factors like demographics and evolving client perceptions have affected the estate planning process.

Your trusted CPA advisors at Lethert understand that this all requires a different and broader approach. We take our role seriously, knowing that the work we do, whether traditional planning before death or after the client has passed away, will have a long-term impact on that person’s beneficiaries.

Traditional estate planning focuses on preparing asset transfer techniques such as wills, living trusts, joint tenancy, life insurance, and pension plans. Post-mortem planning can include anything from trust funding considerations to minimizing income tax consequences. We also have the expertise to act as a fiduciary, whether as an executor or trustee.

Most importantly, you and your family can know that your inheritance is in good hands. Start your journey toward peace of mind where your estate is concerned by contacting Lethert today!