It’s not just the 1% who can prepare for their family’s financial future; it is essential for everyone — particularly if you have a spouse or children. Most individuals procrastinate and aren’t doing anything about estate planning until it is too late.
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There are many explanations as to why this occurs.
You may be under the impression it is too costly, or you do not want to think about death since it is painful. Maybe you feel like there’s plenty of time to worry about the future later because you’re young and healthy.
You might be incorrect.
It's hard to think about it, but your family could be in for a surprise. If there is no trust or estate in effect, then state laws decide -- not you or your family -- how your assets and property are split up.
WE ARE HERE TO ASSIST YOU
Before starting estate planning, you probably have plenty of questions. We are here to answer them!
We have formed relationships with financial professionals.
We will create a long-term estate strategy that addresses the individual needs of each customer.
We remain up-to-date on developments in tax law impacting estate planning
Asset allocation to partners, kids, trusts, and charities
Periodic evaluation of the needs for estate planning
Strategies for Gift Tax to minimize expenses and maximize profit
Creating a well-designed succession plan for the survival of your business
Administration of the trust to protect the company by avoiding risky situations
Tax preparation and planning, including land, donation, and tax returns
We believe that our clients’ success equals our success. We understand you and your business' needs.
They are very professional and accommodating. I needed to get my taxes done quickly, and without hesitation they were able to fit me into their schedule. Great Service!
Owner of Copper Cove
They handle things that would otherwise take my entire day and always keep me updated. The team always answers the phone with patience for every impromptu question and request.
I have used Manay CPA for many years because I know I can trust them!!! They are sincere, kind and professional. I recommend them all of the time to friends, people I work with, etc.
I have been doing business and personal taxes with Manay CPA for many years. They are very professional and do quality job. I am certain the relationship will grow with along my next business ventures!
Owner of FON Solutions LLC
They are very professional, and responsive. They are always eager to help and assist. It is a great value for what you pay. As a small business owner they have made the running of my business a whole lot easier.