Associates in Accounting, CPA (502-451-8678) offers end-of-life financial advisory services, helping clients in Louisville with asset transfer and business succession planning.
Talking about death is always a sensitive topic. No one wants to talk about it, no one wants to even think about it. But the truth is that death happens to all of us, and it’s important that we get our assets in order when the inevitable happens. If you’re looking for an estate planning accountant, you’ve come to the right place.
Learn more at https://associatesinaccountingcpa.com/
Associates in Accounting, CPA offers estate planning and wealth transfer advisory services. While estate planning attorneys can help with the legal side in administering the terms of a will, certified public accountants play a crucial role in ensuring a person’s wealth is transferred to beneficiaries in an optimal way.
To clarify: These services are not only for the “super-rich”. Many Americans fail to write a will because they feel that they have “nothing” to leave behind. The experienced CPA firm offers estate planning and estate tax returns, and can also refer you to estate attorneys. This ensures a financially secure future for your family and gives you peace of mind, which is important despite many people's fears about end-of-life planning.
“Many individuals don’t like to think about planning the end of their lives because they feel like planning their deaths will cause it to occur,” Associates in Accounting's CEO, Rick Fields, wrote. “But the reality is that there are some basics that should be considered for their estate planning. At the minimum, people should consider making a will to ensure that their wishes for their children or beneficiaries are realized.”
Think of estate planning as any type of financial strategy. It ensures that your family will be okay and not have an additional weight on their shoulders when you pass.
Associates in Accounting, CPA clarifies that estate planning has multiple benefits for individuals and businesses. For high-net-worth clients, estate planning includes the proper allocation of assets to a spouse, children, and business partners; which may result in some tax deductions for certain assets, as well.
The firm emphasizes that proper death planning makes asset allocation much easier and simpler compared to a court-monitored probate case. There are a variety of trust structures that can simplify this process and provide an orderly method of transferring property upon death.
Associates in Accounting, CPA is committed to helping individuals and business owners in the state reduce taxes, increase their profits, and achieve their financial goals. You can schedule a no-cost, no-obligation discovery call with the team through their website.
Go to https://associatesinaccountingcpa.com/ to learn more.
