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CPA Estate Planning

There are so many people out there who mistakenly believe that they do not need an estate plan. Nothing could be further from the truth. In fact, almost everyone needs an estate plan with very few exceptions. This isn’t something that only pertains to the wealthy or the elderly. If you don’t have an estate plan, you need to get started developing one today. 

Estate planning has changed a lot over the years. It used to be a fairly straightforward process where you handed down your home or business to your children with little hassle or legal gymnastics. Now estate planning revolves around wealth management and is a much more involved process early in one’s life. Today there is protection of assets and the end of one’s own life that have to be considered as well. 

While estate planning is not a fun subject, it doesn’t have to be a difficult one. Enlisting the help of a CPA estate planning expert will make the process painless. They can help you tackle many issues around estate planning, such as: 

  • Personal financial planning
  • Tax planning
  • Building an estate plan
  • Estate tax

CPA Estate Planning

Depending on your specific estate and whether or not you are dealing with a home or a  business or possibly other types of property or assets you will need different types of professionals to help you plan for your future, the future of your assets and how you want your estate to be handled. One of the experts you will need to have in your corner is a CPA (Certified Public Accountant). 

A CPA will be able to provide you with knowledgeable advice about the decisions you are making and how they will affect your finances and taxes. 

CPAs Manage Change

One of the biggest reasons that you will need to have a CPA look over your estate plan periodically is that everything is a work in progress. There are changes in your personal finances and in your business as you grow and advance. 

Tax laws that pertain to business, inheritance and estates all change almost regularly. Within just the last few years there have been dramatic changes to the gift tax and estate tax exemption amount. This dramatically impacts issues related to estate planning and can help some people avoid paying these specific taxes altogether. 

Comprehensive Estate Planning

Estate planning is far more than choosing an heir. Estate planning involves managing your assets throughout your life and leaving them to your heirs, your spouse, children and grandchildren, with the most value and longevity possible.

That is where CPA estate planning services come in. A CPA can sit down with you and help you come up with a plan that relieves as much of a tax burden as possible from your estate and heirs and sets your business and other assets up for protection and growth. 

Dealing with an estate can be one of the most difficult and emotional things that a person can have to do. Many people find the experience absolutely overwhelming. One of the greatest gifts that you can give your loved ones and the people who work with and for you in business is a great plan for the future. 

Start an Estate Plan Today 

Make sure you are doing everything you can to ensure your future as well as the future of those who matter most to you. If you need help with estate planning, visit us here and schedule a consultation. 

Schedule An Appointment

Spanish Fork Office

Wasatch CPA Services LLC

820 N 200 E
Spanish Fork, Utah 84660
Phone: (801) 609-3119

Pleasant Grove Office

Wasatch CPA Services

500 Valley View Dr,
Pleasant Grove, Utah 84062
Phone: (385) 247-0165

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