Trust and Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, and burial or cremation costs to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and referrals to qualified professionals to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there to help you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of your estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with...

  • Understanding Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Preparation for estate and trust tax returns

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a free consultation.

Name
Phone
Email
Best Time To Call
Comments

Get In Touch

Petersen & Mapes, LLP has been serving the tax and accounting needs of Roseville, CA and surrounding areas since 1995. We would be happy to discuss how our services could benefit you and/or your business.

Please fill out this form and let us know how we can be of service.

Thank you for visiting. We look forward to working together!

Petersen & Mapes, LLP

2260 Douglas Blvd., Suite 290
Roseville, CA 95661
T: (916) 782-3400
F: (916) 782-2644
E: info@p-mcpas.com

© 2021

Search  Site Map  Privacy Policy  Disclaimer  Admin Login
Back to top

Get In Touch

Subscribe to our Newsletter