Planning your estate is a personal endeavor, but an extremely important one that allows you to achieve the goals you want, ensuring the financial security of your family.
In addition to having a will, complete Estate Planning also involves making arrangements for handling your assets both while you are alive and upon your death.
At H2R CPA, we can help you navigate this complex process.
What is Estate Planning?
Components of Estate Planning can involve setting up trusts for your children, managing your assets, sheltering your estate, and maximizing tax saving opportunities through gifts to family and charities that are important to you.
Estate Planning Services
H2R CPA Estate Planning services include:
- Review of Wills and Powers of Attorney
- Generational transfer techniques
- Life insurance review
- Charitable trusts
- Residence trusts
- Gifting programs
Meet Our Estate Planning Specialists
what we do
who we serve
Closely Held Businesses
High Net Worth Individuals
Fraternal Benefit Societies
connect with us