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Advanced Estate Planning

Don't Leave a Lifetime of Accomplishment Unprotected.

Your work, your wealth, and your legacy are all tied to the strength of your estate plan. Far too many people do not see the vulnerability in their estate plans - if they have one at all - and they are doing irreparable damage to their estate.

The time to start planning or evaluating your estate is now.

Time truly is money when it comes to estate planning.

 

Set Up A Consultation

75% of Business Owners Have Not Done ANY Estate Planning.

Of those who have a plan, only 20% have assessed or made any changes in the past 5 years. Estate plans must be reviewed regularly. Without proper oversight, there are substantial risks including:

Substantial Tax Liability

Without a sound and regularly updated estate plan, your assets can be subject to a variety of estate, inheritance, and income taxes which will dramatically reduce the value of what you leave to your heirs.


Generation-Skipping Transfer Tax (GSTT)

Without proper planning, assets passed on to grandchildren or subsequent generations may be subject to generation-skipping transfer taxes. A well-structured estate plan can help minimize or eliminate these taxes


 

Excessive Probate Costs

While not considered a direct tax, the probate procedure can be both financially burdensome and time-consuming. Assets that go through probate may be susceptible to various fees, which could have been greatly reduced or even avoided altogether with the implementation of effective estate planning strategies.


 

Missed Opportunities

By strategically structuring your estate plan, you can seize valuable opportunities to save on taxes, including the lifetime gift tax exemption. Ignoring these opportunities could lead to avoidable tax burdens for both your estate and your loved ones.


 

Set Up A Consultation

Concerned about your estate plan?

15 Minutes Could Have a Huge Impact

Contact us to set up a brief, 15-minute conversation with our team. We will be able to quickly identify opportunities to reduce your tax liability and optimize your estate plan to position you and your family for a better future.

In our effort to empower the taxpayer, we've helped thousands of clients across the country reduce their tax liability.

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Human hands holding model of dream house

Changes To The Estate Tax Threshold

Understanding what the expiration of the TCJA means for estate planning, and how to minimize the impact on your estate . 

What our clients say about C&A.

"They coach business owners to really implement critical strategies…they can look at your operation, figure out your returns, and then figure out the efficiencies that you can implement in order to save money."

Jonas Angus, President, TPE Solutions

 

 

 

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Questions?

If you're a business owner, our team can help you plan for and take advantage of tax credits and deductions that can save you thousands in taxes. Set up a time to talk with one of our licensed tax experts today.

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