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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