| | | estate planning Ensuring a Secure Future
A significant disability or death will force your family and your business to make difficult, life-changing decisions. At this emotional time, decision making can be made easier if directed by a thorough estate plan prepared by SF&Company, CPAs and Business Advisors' estate planning professionals.
It’s not a question of whether you need estate planning – it’s how much planning your estate needs and whom you should turn to for assistance.
Unfortunately, many people assume that a will is the only document they need to provide for their heirs. While wills specify wishes, they usually do very little to lower estate taxes. Having a will is a step in the right direction, but estate planning involves much more than just distributing your assets.
SF&Company’s highly trained Certified Specialists in Estate Planning (CSEPs) have prepared numerous estate plans in varying complexities. We understand the variables involved in fact-gathering, devising a customized plan and implementing the right estate plan for the benefit of you and your loved ones for generations to come.
As professionals in the financial industry, we understand the tax implications of estate planning. We also have many years of experience preparing sound financial strategies to make certain your estate is transferred according to your wishes.
SF&Company’s Estate Planning Services Include: - Charitable Contribution Planning
- Estate & Trust Administration
- Family Giving
- Family Limited Partnership
| - Retirement Planning
- Succession Planning
- Valuation Services
|
Estate Planning Tax Related Services
- Estate and Trust Income Tax
(Form 1041) - Federal Estate Tax (Form 706)
| - Gift Tax (Form 709)
- State Inheritance Tax
| Because of our experience with you and your business, we know what elements will benefit your estate. We would like to work with you to structure your plan to reduce taxes and ensure that your personal objectives and those of your beneficiaries are achieved. Practice Leader: Claire Weaver, CPA, CSEP, AEP, Shareholder | | 
 | | | | | |
| |
| |
| |
|
