Professional Estate Planning Services
Estate planning involves deciding how you would like your possessions to be distributed and to whom you would like to see them be left after you are gone. This can be anything from material possessions to financial annuities and bonds. Making these determinations now can save your heirs and loved ones from the probate process to sort out later.
How We Can Help
Every situation is different. Our team at Keller CPA Group, PLLC will be happy to meet with you and start this process. We can review your financial assets to evaluate and recommend options that you have available. Our familiarity with tax codes will help us explain different tax scenarios and ways to lessen those at a time of death. We cover the financial aspects of your planning so that you can then complete the legal paperwork with an estate planning attorney.
Schedule Your Estate Planning Consultation Today
At Keller CPA Group PLLC, we look forward to hearing from you to arrange your estate planning consultation. Please give us a call or text us at
270-753-0274.