A static estate plan is a relic. Career, family and cultural issues move at a rapid pace, rendering the best plan from just a few years ago out of date. Our society hones in on income tax planning as an annual ritual, yet estate planning, where the dollars involved can be exponentially higher, frequently is overlooked.
Though often we are reluctant to admit our own mortality, without prior estate planning, up to one-half of our estates can end up going to the government rather than where we would have intended, protected from predators and creditors.
Netting & Pace, CPAs offers personalized estate planning services and understands that the appropriate strategy for one family can create a nightmare for another. Therefore, we must become thoroughly familiar with your family and business activities, financial position, hopes, fears and activities to advise you properly. Our goal is to provide the means to assure that even a modest estate will be available to the designated heirs for the purpose intended.
Working with you, we achieve that goal by:
With so many dollars at stake you should trust your estate plan to a firm that is superior in every respect. Netting & Pace is that firm. We have CPAs who have seen nearly every conceivable estate planning technique and have used most of them to benefit our clients. Using our personalized approach we have helped our clients save taxes on estates from $2 million and up.