When you’re young and healthy you don’t really think about the end of your life very often. Maybe you worry about having enough for retirement and if you have a spouse or children, you might have purchased life insurance to help them after you’re gone. But everyone should have a well-thought-out plan as to how to distribute the assets left in your estate to avoid complications and to be sure that your wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. At Charles A. Hall, CPA, our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. We provide estate and trust planning throughout the greater Gordon County, GA and Calhoun County, GA areas. Our certified accountants can assist you with:
- All types of trusts
- Power of Attorney
- Make sure your minor children’s property is protected
- File beneficiary forms
- Estate taxes
Charles A. Hall, CPA can advise you on what types of estate planning is best for you, including if you need a will or if trusts are the best option. Plus with all the different types of trusts available, you need an experienced accountant who’s an expert in estate and trust planning, including the tax laws applicable to inheritance and estates to make sure your loved ones and other beneficiaries are taken care of after you’re gone.
Call us today to make an appointment so we can get you started on your way to feeling confident and secure, knowing all your estate and trust planning is taken care of.