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In life, two things are certain… DEATH AND TAXES. Good news, SME CPAs is here to help with both. No matter the size of your estate, everyone needs an estate plan. An estate plan ensures your assets go to heirs as desired and they are able to manage them in a cost-effective and tax-efficient manner. Whether it is providing for the financial security of a surviving spouse, care for a special needs child, or ensuring the value of your charitable donations is maximized, you can count on SME to devise an estate plan to preserve your assets and accomplish your goals.
Using an information gathering process and working with other advisors, such as your investment advisor and your attorney, we can recommend reasonable solutions and provide you with peace of mind.
Have a question or want to discuss your specific need? Contact Us or submit your inquiry using the form below.