Individual Services

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...

Connect with Your Advisors

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

How can we help?