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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.

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How to Claim Social Security Survivor Benefits

How to Claim Social Security Survivor Benefits

The Social Security Administration sends survivor benefits to about 6 million Americans every month, directed to widows, widowers, and children who have experienced the loss of someone who has paid into the social security program. Read on to find out who is eligible...

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

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