Estate and Trust Planning + Compliance
Due to the numerous changes in taxes over the years, the role of estate planning has passed, in many cases, to CPAs. Today, you need someone who can not only evaluate these changes but understand how factors like demographics and evolving client perceptions have affected the estate planning process, and our team at Botwinick and Company, LLC, is here to help.
Your trusted CPA advisors at Botwinick & Company, LLC understand that this all requires a different and broader approach. We take our role seriously, knowing that the work we do, whether traditional planning before death or after the client has passed away, will have a long-term impact on that person’s beneficiaries.
Knowing that every estate planning situation is different, we take the cate to know you and your unique circumstances. We will work closely with your financial advisor and trust/estate attorneys to bring your plan full circle.
Traditional estate planning focuses on preparing asset transfer techniques such as wills, living trusts, joint tenancy, life insurance, and pension plans. Post-mortem planning can include anything from trust funding considerations to minimizing income tax consequences. We also have the expertise to act as a fiduciary, whether as an executor or trustee.
Most importantly, you and your family can know that your inheritance is in good hands. Start your journey toward peace of mind where your estate is concerned by contacting Botwinick and Company, LLC today.
