Your goal in preparing an estate and gift plan is to
transfer wealth to your loved ones as well as provide them with
protection. Our goal is to assist you
in making this transition with the lowest possible tax
and administrative cost to you and your heirs so that they experience
a smooth transition in the most
difficult times in their lives.
Our team works with your family, attorneys, trust officer, and other financial
advisors to make a thorough review of your financial situation and plans, determine
your financial goals, and help design a plan that will help you reach your goals.
How you benefit
- Your wishes as to the disposition of your
assets will be formalized.
- Estate and
gift tax on the transfer of assets will
be minimized.
- Adequate liquidity will be provided
for the gift
and estate tax payment.
- Orderly transfer
of the
family business.
- Smooth transition
through difficult period with
emotional and administrative support.
Our approach
We take the approach of a family advisor.
We treat each client with the same respect and courtesy as if
we were assisting our own immediate family. Our approach
is a comprehensive step-by-step process that includes:
- Reviewing
current financial and personal documentation (wills,
property ownership, trusts, etc.)
- We thoroughly discuss
the options available to you that will help you receive
the maximum income and the lowest tax.
- We utilize
the industry’s latest planning methods and tools to ensure
that your plan will incorporate the best possible
choices for you and your family.
- We provide ongoing
implementation and adjustment as your personal
and business situations change.
For more information regarding Estate and Gift Tax Planning services, please
feel free to contact: Carolyn Smith, CPA
carolyn.smith@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966
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