Trust and Estate Planning Services
An estate plan plays an essential role in preserving wealth for the future. As experienced financial professionals, we specialize in creating estate plans for individuals and business owners to safeguard their wealth. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.
Anne McCaleb, CPA is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.
We understand that trying to claim your inheritance can be stressful and time-consuming. To make the process easier, we offer beneficiary services including completion of claimant statements and assistance in choosing the correct distribution option.
Many trusts require the services of attorneys, financial advisors, appraisers, and others, in addition to our assistance. You can count on us to coordinate our efforts with any other professionals involved in the management of your trust and to always respond promptly to phone calls and emails.
Estate Planning for Individuals and Families
Our Citrus Heights, CA CPA firm is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 916-634-4002 for a free consultation. Together we'll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.
- Estate planning for individuals
- Charitable gifting
- Beneficiary services
- Trust and estate tax services
- Business succession planning
- Collaboration with other professionals