Estate Planning
Proper estate planning protects your assets from taxes and creditors while leaving a legacy to your heirs or charitable organizations. We will review your existing estate plan to ensure that it addresses key requirements. Ask questions and begin refining crafting your estate plan with our dedicated team today.
Financial planning, taxes, and estate planning are all interrelated. Most people think estate planning is only for the ultra wealthy, but that is not true. Regardless of the size of your assets, proper estate planning is an effective way to protect your assets from taxes and creditors while leaving a legacy to your heirs or charitable organizations.
Some estate planning techniques include creating trusts and wills, retitling accounts, relocating assets in proper tax buckets, purchasing life or business insurance, gifting property, and other strategies depending on the size of your estate.
We will review your existing estate plan to ensure that it addresses key requirements of any estate plan. If you don’t already have an estate plan, we can refer you to a qualified estate planner.
Contact ACap Advisors & Accountants to schedule a free initial consultation.
