It’s about control over assets; control while living, and control after death Creating a trust is an alternative way to distribute your estate. A trust arrangement provides for the needs of vulnerable family members. An estate plan plays an essential role in preserving wealth for the future.
At McDonnell Richardson CPA, PC we strive to deliver unparalleled customer service with a personal touch. As experienced financial professionals, we specialize in creating estate plans for individuals and business owners to safeguard their wealth. We firmly believe that the most important step in designing an appropriate estate plan is listening to our client. We take the time to learn all we can before determining if you need an Estate Plan or if a Will suffice.
We outline an estate plan to match the needs and preferences, while protecting assets for their beneficiaries. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we’ll tailor it to your desires, time frame, and financial situation to ensure it’s a true reflection of your goals.