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Preserving Your Wealth: Estate, Gift and Trust PlanningWe are proud to offer estate, gift and trust services to assist you in navigating the maze of wealth planning. We believe that lifelong wealth planning is an integral part of your overall financial picture and that itıs never too late to start. Our team will assist you with your basic estate, trust and gift planning needs by helping you strategize and plan for the allocation of your life assets and the legacy you will leave behind. Together, we will explore different options and work with you to help minimize estate, gift and income taxes. Wealthy individuals and families are interested in minimizing estate taxes and transferring as much wealth as possible to future generations. The current tax system allows the transfer of up to $1 million of personal assets at death, and up to $1 million during their lifetime($1.5 million at death in years 2004 and 2005). We can help you determine the various ways to pass assets to your children, grandchildren or to charitable organizations. Our team will work with you to outline strategies to minimize estate and gift taxes while providing for your familyıs future needs. We believe that our high net worth clients will benefit from our knowledge and experience in the areas of tax, estate and business succession planning. To learn more about our team members who are experienced in estates, trusts, gifting and charitable giving plans, please click here. Our CPAs will work with you and your trusted team of legal, insurance and investment advisors to help you construct your lifelong financial plan. To inquire about our estate, trust and gift planning services, e-mail 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 |
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