TRUST AND ESTATES

You’ve earned it. We’ll help you keep it. MahoneySabol takes a very personal and thoughtful approach to estate planning, bringing expertise and heart to your challenges.

If you’re like most people, you’ve delegated estate planning to the realm of things to be done “someday.” Many people think they should only go to a lawyer, and only when a loved one passes away. But the reality is that your CPA is generally closer to your financial situation and knows more about your family and the impact this will have on them.  He or she is the best person to contact first for guidance and advice.

Estate planning is for today as well as yesterday. It’s a great exercise to help you realize your financial goals, build a legacy for your loved ones, exercise philanthropy and live comfortably. Thoughtful planning can prevent needless anxiety among those you most want to protect at a time when you need stability the most. Business owners, especially, are faced with a unique set of estate planning challenges that, left unaddressed, can compromise a successful transition to the next generation or new owners.

Proper estate planning accomplishes two major objectives. It ensures that your wealth is distributed according to your wishes and it can reduce the payment of federal and state estate taxes.

Areas of Focus:

  • Guiding you through the maze of continually changing state and federal tax issues facing estates
  • Handling the administration of your estate, maintaining an accounting of estate income and expenses, tax returns and reports to the probate court
  • Navigating the complexities of tax-optimized gifting and inheritance
  • Planning to meet your needs with minimal government interference and expense
  • Safeguarding your assets from exposure to unnecessary risks
  • Working with your attorney to achieve your best interests and recommending trusted legal advisors if necessary

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