Tax and Estate Planning
Organize and deliver annual tax information to preparer.
Work with tax preparer to identify potential tax efficiencies; assist with implementation as appropriate.
Confirm location and titling of all assets; document beneficiary designations on retirement plans, life insurance, etc.
Assist with implementation of appropriate changes as recommended by attorney.
Notify tax professional of changes that may impact tax planning.
Discuss and document funeral and burial plan; refer to pre-planning professional as desired by client.