What is Estate Planning?
Estate Planning is one of the most important steps a person can take to make sure that their assets and property is distributed according to their desire and that loved ones are provided for in their absence. Your estate consists of all property owned by you at the time of your death.
If overlooked, or if a comprehensive estate plan is not done by a professional estate planning attorney, many questions could be raised and assets not distributed to your family members, loved ones and charitable organizations as you had desired.
How Can We Help?
Don P. Quint & Associates has many years of experience asking the right questions to assist in organizing the estate, minimizing estate taxes and keeping the plan up to date with their goals and desires. Charitable gifts and trust planning are a few ways to assure that your assets are distributed as you desire.
Our planning services include inventorying your assets, talking over important decisions with family members, creating a Plan to minimize taxes along with an Estate Planning attorney and with your CPA participating in planning discussions with you.