Personal financial planning
A look at the whole picture: income, retirement accounts, real estate, insurance, and the tax consequences tying them together. The aim is a plan you understand and can act on, not a binder that sits on a shelf.
Estate planning
Working with your attorney on the tax side of an estate plan. How assets are titled, what passes through a trust, what the gift and estate tax picture looks like, and what the people inheriting will actually be handed.
Plenty of families here hold land, equipment or a family business. Those need a plan that accounts for tax basis and for whether the next generation can keep operating.
Conservatorships and trustee services
Serving as conservator or trustee means managing someone else's assets, keeping the records a court expects, filing the returns and accountings, and acting in that person's interest.
Families often ask a CPA to do this when nobody in the family is well placed to serve, or when neutrality matters.
- Court-appointed conservatorships and annual accountings
- Trustee and successor trustee service
- Fiduciary income tax returns
- Record-keeping and reporting for beneficiaries
What this covers
- Personal financial planning
- Estate planning
- Conservatorships
- Trustee services
Other services
Referred by someone we work with?
Call the office and speak to Bailey. She handles the calendar and will get you in front of Ruth.