Planning your legacy.

Estate planning in today's complex economic environment is crucial, but on your own it can be complicated and costly. Whether your assests are sizeable or modest, not planning for their preservation can be costly. Not knowing your legal and financial rights often ends up costing you more in the end.

FSS CPA's skilled estate planning expert makes the process of ensuring your legacy approachable and seamless. 

Thoughts of estate planning often bring more questions than answers. By listening to you and really understanding your goals, we will create an estate plan that ensures your assets are distributed exactly in the manner you wish, with the least amount of tax penalty. Furthermore, during your estate planning process, we will help you answer some of these Frequently Asked Questions:

• Could an heir be too young to inherit?
• Should the inheritance be given at a certain age?
• Is the intended beneficiary in a shaky marriage with divorce as a possibility?
• Are there children from a previous marriage?
• Should inheritance be protected from potential creditors of the heir?
• Are there taxes that can be avoided?
• Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you...

• Clearly define your estate planning goals.
• Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
• Evaluate and recommend estate planning options.
• Prepare, organize and review your estate planning documents.
• Decrease the problems and expenses associated with probate.
• Lessen taxes at time of death.
• Arrange for management of your estate in the event you are incapacitated.
• Draft a working plan for conserving and effectively managing your estate after death.
• Transfer the assets of your estate to heirs the way you want.
• Organize fair and adequate liquidation of estate to cover taxes and other expenses.
• Amend your plan as needed.
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You also get help with...

• Recommending and reviewing living wills and trusts.
• Family Wealth Transfers.
• Family partnerships and other business relationships.
• Leaving money to charities.