Estate & Succession Planning

Estate Planning
What will happen to your property when you die? Everything you own at the time of your death may be considered part of your estate your home, business, investments, insurance policies, and any other assets. Without expert counsel and careful estate planning, your assets may be exposed to excessive taxation and distributed in a manner contrary to your wishes. Estate planning is complex and continuous. The comfort and welfare of our clients and their families is our prime concern. We have the experience and expertise to identify your goals and the means to accomplish those goals

Succession Planning
Many of our clients are owners of closely held businesses. The process of passing the mantle from one generation to another often requires difficult decisions. We know from our experiences that emotions are an important part of this process.

For more information contact one of the following:

Aaron J. Heighton, CPA, CVA