Estate Planning
Today's complex tax laws, unstable dollar, and widely fluctuating markets have
made accumulating, preserving and disposing of wealth more difficult than ever.
Effective estate planning is essential because even estates which are of
modest value today may well become very sizable when measured in inflated
market values at the time of death. At Harvey & Parmelee, we can provide
sound financial and estate planning which can help preserve the financial
security that you are working so hard to achieve. We have the expertise to
minimize the tax burden on your estate so that your beneficiaries will receive
everything that the law allows.
Some of the estate planning services we offer include:
- Act as executor or trustee of your estate or trust.
- Prepare estate and trust accountings for beneficiary distribution and court submission purposes.
- Work with your legal advisor in the creation and utilization of trusts.
- Work with your legal advisor in the creation and utilization of family limited partnerships.
- Assist in the development and analysis of an annual gift-giving program to intended beneficiaries.
If you would like more information about Harvey & Parmelee's Estate Planning,
please contact Mike Parmelee at (562) 698-9891 or via e-mail at
mike.p@acpa4u.com.
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