Donnell & Company, P.A. offers estate planning solutions that help you to maximize income and minimize taxes and risk for you and your beneficiaries. Estates include any real estate, vehicles, life insurance policies, and literally any tangible items a person could own. It also includes any money that is left in bank accounts. Whether you have a small estate that you want to pass on to a spouse or child, or you have a large, complex estate that will be divided among many, your estate is still subject to probate and taxation.
There’s a lot that goes into estate planning. From wills and trusts to various powers of attorney, every step of the estate planning process is intricately detailed. To learn about everything that’s involved in estate planning, your best decision would be to sit down with a seasoned tax professional who can explain everything you need to know about the decisions you need to make.
Every estate planning situation is different. In order to help you, we want to get to know you and your individual situation. We offer consultations, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available to you throughout the process. If you have any questions or a change of circumstance, or you need options, we'll be there with you every step of the way.