Estate planning can best be described as the growth management and preservation of one's assets, with provisions for the most cost effective and least complicated transfer of those assets to one's heirs. Without appropriate estate planning, you may have little or no say in who inherits your money, your family may have to pay taxes, and probate could be more complicated and time consuming than is necessary.
The most common tools in estate planning are wills, trusts, powers of attorney, and living wills. Other specialized tools may be used to avoid unnecessary probate. We work with our clients, their lawyers and insurance professionals so that they know which steps are available and help them implement the steps, such as alter ego trusts, family trusts and charitable planned giving that they choose.
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We appreciate the level of service and attention a local firm provides, and the knowledge that as we grow, they have the backing of the AC Group association to grow with us.
I was in the banking business for 20 years and worked with accounting firms of all types and sizes. When I made a career change 10 years ago one decision that was very easy to make was to use a local CA firm. I had seen first hand the importance of receiving personal, uninterrupted accounting and financial advice.