Though most Americans are aware that they need a will, the
majority--about 70%--don't have one. People procrastinate for many reasons, but it's
important to know that writing a will doesn't have to be complicated or expensive.
Whether or not you should set up a living trust to avoid probate
depends on exactly what you want to accomplish. Living trusts work wonderfully for many
people, but not everyone needs one.
It's a universal truth that you can't take it with you. But will
your inheritors have to pay for what you leave behind? Most people who consider estate
planning are understandably concerned with death taxes (also called estate and inheritance
taxes) let Kelley P. Bollinger CPA, EA and Associates will help you make the best
decisions for you, your business and your family.
Estate and Trust services we provide are:
- Fiduciary Accounting and Planning
- Preparation of Estate, Fiduciary, Gift and SGT Tax Returns
- Audit Preparation
- Estate Planning
