• Accounting Services
• Consulting Services
• Tax Services
• Estate, Gift, & Trust Services

Preserving Your Wealth: Estate, Gift and Trust Planning

• Estate Planning
• Gift Planning
• Trust Planning

Estate Tax Planning & Preparation Services

A complete estate plan should include an analysis of your will, insurance policies, retirement plans, current and projected family needs, charitable giving goals and business succession plans. When you meet with our team to discuss your estate planning goals, we will follow a few steps to ensure that we provide the highest level of client service.

1. We'll review your estate planning objectives and analyze present and future assets, liabilities, income and expenses.
2. We'll discuss your family's current and future needs and your charitable giving goals.
3. We'll consider tax and probate ramifications, including calculations of projected federal and state estate taxes, generation-skipping transfer taxes and gift taxes.
4. Together with your team of advisors, we'll work to prepare a complete estate plan for your consideration that minimizes estate taxes while meeting your needs and accomplishing your goals.

Estate Administration

Our estate administration services include working with you as executor or with you and your attorney to assist you during the estate administration process. Our services include valuation of estate assets and liabilities, recording of estate transactions, preparation and reporting of financial data to beneficiaries and preparation of federal and state estate and fiduciary income tax returns, as well as the final 1040.

During the estate administration process we'll work with you and your investment managers, certified appraisers and other professionals to determine asset values at date of death and alternate valuation time, and to provide documentation to the heirs and taxing authorities.

We also are experienced in working with guardianships and trusts for legally incapacitated persons or minors. For more information about our services, contact info@WilliamHBunchCPA.com or call 919-929-0595.

This information is not to be considered legal or tax advice. Trusts are legal documents and must be prepared by your attorney. Discuss the individual tax ramifications of any financial decision with your Certified Public Accountant to ensure compliance with federal and state laws.

William H. Bunch, CPA, PA
102 Market Street, Suite 200
Chapel Hill, NC 27516
(919) 929-0595