When was the last time you reviewed your estate plan? Last year? Five years ago? Ten? Never?
In light of constantly changing tax laws in this area, a periodic review of your estate plan is essential to ensure that it continues to meet your needs. And if you do not currently have an estate plan, there is no time like the present to create one.
Estate planning may require the help of several advisors such as your attorney, insurance agent and banker. As your accounting resource we contribute our knowledge of tax implications of the decisions you make in structuring your estate. Davie Kaplan can help assure that you meet your estate planning goals while reducing or even eliminating your estate taxes, thereby leaving a larger portion of your estate to your family or other heirs.
The best estate plans incorporate all financial, tax and family considerations to ensure maximum benefits. We will discuss a wide range of financial information and your future goals while considering income, excise and transfer taxes, the ability of the estate to pay its debts and taxes, income and cash needs of a surviving spouse and intended distributions to other heirs. Davie Kaplan can provide comprehensive services that can either be used independently or in conjunction with the work of other advisors.
Please contact our professionals today to begin this important process.
Related tax planning services offered by Davie Kaplan that are integral to a comprehensive approach to your financial well being include:
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