Estate Planning

Do you want to be confident that your loved ones are taken care of for the long haul? We offer estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. Trust our experienced accountants to help you prepare a solid plan for your estate.

Benefits of Estate Planning

Estate planning is essentially the process of organizing your financial affairs in order to ensure that your wishes are carried out after you die. Although perhaps not the most pleasant topic to consider, estate planning is beneficial for many reasons, including the fact that it can:

What To Expect When Developing an Estate Plan

At Wayne W. Stanforth, CPA, we are dedicated to helping our clients create comprehensive estate plans that meet their specific needs. Our experienced accountants will work closely with you to understand your financial situation and provide advice on the best options for your estate plan. From start to finish, our goal is to make sure your wishes are carried out after you pass on and that your loved ones are well taken care of. Some things you will need to have available when estate planning include:

Contact Us for Experienced Estate Planning Services

We understand that estate planning is a sensitive process, so our team will work to provide the support and understanding you need during these important planning sessions. With over 35 years of experience in helping individuals and businesses with their finances, you can be sure your estate is in great hands. Contact us today and let our knowledgeable accountants help ensure that your legacy is protected for the future.

Handing over your finances can be nerve-wracking, but our team instills trust in clients by offering: