Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for your loved ones. For businesses, it can maintain a smooth succession of ownership. Reddon, Koehn & Associates’ role in estate planning is to help you navigate complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan for how to distribute the assets left in their estate. This helps both beneficiaries and successors avoid complications and be sure that the benefactor’s 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.