Every business owner, shareholder and (high-net worth) individual, needs to have an up-to-date estate plan in place. You need to know: what will be the income tax ramifications for your heirs? Will the cash flow for a surviving spouse be adequate? Will you pay more than your fair share in taxes? Is there a way to accommodate bequests to a charity and still have financial security?
Nothing to gain except your trust
Good estate planning is a team effort that involves your attorney, accountant, insurance agent, investment advisor, and your banker.
As your accountant, we remain independent and objective.
We make certain all the professionals you need work together to create an estate plan uniquely suited to your financial situation. EFPR Group will help you understand all the options available to you as well as the tax ramifications of each.
We are active participants in the Estate Planning Council of Rochester and have extensive experience in the estate planning process.