Lynda Doland, CPA, MT leads the Estate, Gift and Trust niche at Corrigan Krause.

 

Estate, gift, and trust planning after the loss of a loved one can be difficult, but with the proper guidance the process can go smoothly and efficiently. The key is proper planning to ensure everything is taken care of prior to accident or illness. If you plan correctly, you are able to avoid unnecessary taxes and make sure all of your belongings and wealth go to the individuals you wish.

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Many celebrity deaths from Prince to Whitney Houston have highlighted what can happen to an estate in the event of an untimely death. So, how can you prepare for the unexpected? Do you know what to do when your older relative falls and breaks a bone? There can be a lot of decisions to make.  Where do you turn?

I like to use the term “Life Planning,” and this is where our Estates, Gifts and Trusts (EGT) Team thrives. There are three categories of which you can look at life planning.

  • Est
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According to Al Harsar, your CPA can help with much more than just your tax returns:

 

 

Many people trust their CPA to prepare their personal and business taxes and to consult with them on important financial decisions. This makes sense since their CPA understands not only their tax situation, but is usually privy to family dynamics gained from close, personal conversations over the years. They are often viewed as trustworthy and competent decision makers. Un Read More >>