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HELPFUL
RESOURCES

Articles:

California &
New York
Living Trust Changes

Will my family
have to pay estate
taxes?

 


 

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financial affairs
in order,
up to date?

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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).

Bollinger Accountancy, APC will help you make the best possible decisions for yourself, your business and for your family.

Estate and Trust services we provide:

  • Fiduciary Accounting and Planning
  • Preparation of Estate, Fiduciary, Gift
    and GST Tax Returns
  • Audit Preparation
  • Estate Planning

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All Rights Reserved
8733 Lakewood Drive, Suite 209
Windsor, California 95492
(707) 837-0550 - FAX (707) 837-0566
Map to Our Offices
E-mail: info@bollingercpa.com