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Estate Planning

Personalized Estate Planning Strategy

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Allow our team to align our estate planning strategies with your individual objectives and help you plan for the future.

Recent Articles

Tax Deductions for Homeowners After TCJA

As the values of homes around the country continue to rise, as well as the cost of rent, home ownership looks more and more appealing. In the past, homeowners have been able to deduct certain expenses on their tax returns. Yet, with the Tax Cuts and Jobs Act of 2017...

Stop Making Excuses, Start Investing Today

For many, even hearing the word investing seems like a frightening proposition filled with great risk and little reward. While investing your hard earned money certainly involves patience and a willingness to learn some key principles, it does not have to be the...

Connect with Your Advisors

Peter A. McAllister, CPA
Daniel L. Kittell, CPA
Stephen E. Reed

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