Carolyn Jergenson

CPA, LLC

 

Estate and Succession Planning

Preserving the financial security that you have worked so hard to achieve, directing the disposition of those assets during your lifetime and upon your death, while reducing your potential estate tax liability goes far beyond straightforward financial analysis.  This type of planning requires a special sensitivity to the dynamics of family, finances, business, lifestyle, and goals.

The estate planning process is multifaceted and includes:

• Reviewing your current financial and nonfinancial situation

• Identifying goals

• Identifying assets and potential inheritances

• Planning asset transfers

• Determining estate liquidity needs

• Reviewing relevant documents (wills, trusts, insurance policies, retirement plans, etc.)

• Developing estate planning strategies

An important part of our role is to work with the various members of your estate planning team – attorney, insurance broker, investment professionals, actuaries, appraisers, etc – to ensure proper implementation of the strategies developed and to assure that all important concepts are included in your estate plan.

At Carolyn Jergenson, CPA LLC, we can help you develop a strategy to conserve, increase and ultimately, pass on your estate with maximum tax savings.  In addition, we can monitor changes in your assets, health, business and other life situations on an ongoing basis to assess the continuing validity of your estate plan.

Copyright © 2011 Carolyn Jergenson CPA, LLC