What is Estate Planning?

No matter your income, if you have assets such as a house, investments, life insurance, or other possessions, then you would benefit from an estate plan. An estate plan clearly outlines and maximizes what you leave behind for your family in the event of your passing.

We understand that estate planning on your own can be overwhelming and costly. That’s why our CPAs at TDT look at your assets and help you come up with a plan that aligns with your family’s goals.

How Estate Planning Can Help You

Estate planning often brings up more questions than answers. State taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401Ks, annuities, burial or cremation costs… the list goes on. We can help you focus on what really matters. TDT will help you:

  • Clearly define your estate planning goals.

  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.

  • Evaluate and recommend estate planning options.

  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.

  • Decrease the problems and expenses associated with probate.

  • Lessen taxes at time of death.

  • Arrange for management of your estate in the event you are incapacitated.

  • Draft a working plan for conserving and effectively managing your estate after death.

  • Transfer the assets of your estate to heirs the way you want.

  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.

  • Amend your plan as needed.

Take The Next Step

TDT CPAs and Advisors will help you coordinate your estate plan, minimize costs, and protect you and your family’s future. Contact us today to get started.

*Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and TDT CPAs and Advisors, P.C. are independent of ProEquities, Inc.

Check the background of this firm on FINRA’s BrokerCheck.