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Estate Planning

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Estate planning is a valuable process that can simplify the experience that your executor and beneficiaries have after your passing. A person’s Final Personal Tax Return after they pass away is most often the tax return that will result in the highest tax bill.  Proper planning can allow you to retain more of your assets, protect your executor and beneficiaries, and leave a legacy for your family. No two plans are alike as everyone has different wishes when they pass.

Here are some examples of the services we offer:

  • Tax minimization assistance
  • Estate review including calculation of probate fees
  • Will review
  • Cash flow projection

For more information, contact our Bookkeeping expert, Nadine Granson.

Fill out the form below to book a free one-hour no obligation consultation.

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