Estate planning on your own can be complicated and costly. And the list is endless... state
taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance,
IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not
knowing your legal and financial rights often ends up costing you more in the end.
Discussing or planning your estate is one of the most difficult and important things you will ever do. It is also, by far, the greatest gift you can give your family and loved ones. There are many great techniques to pass along to future generations the wealth and assets that you have worked so hard to obtain.
While the estate and gift tax laws are constantly evolving, there is no doubt that NOW is the best time for you to begin the planning process. Don't wait until it is too late and your options for certain planning techniques have diminished.
Braverman CPA PC offers you a wide range of estate planning and fiduciary administration services. Our Trust and Estate Department has an aggregate of fifty years of experience and is ready to help you through this very important time in your life.