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    • Business Services
      • Small Business Accounting
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    • Services For Individuals
      • Personal Financial Planning
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      • Tax Preparation
      • International Tax Service
      • FBAR
      • Tax Planning
    • IRS Representation
      • IRS Audit Representation
      • Non-Filed Tax Returns
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      • Payroll Tax Problems
      • IRS Liens
      • IRS Levies
      • IRS Wage Garnishment
      • IRS Seizures
      • Offer In Compromise
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      • Get Your IRS File
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Estate Planning Accountants

Home » Our Services » Services For Individuals » Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.

You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.

We help you…

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with…

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Lifetime Family Wealth Transfers.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.

Our Services
  • Business Services
    • Small Business Accounting
    • Payroll
    • Business Valuation
    • Strategic Business Planning
    • Succession Planning
    • New Business Formation
  • QuickBooks Services
    • Why Quickbooks
    • QuickBook Setup
    • Quickbooks Tips
    • QuickAnswers
    • QuickTuneup
    • Buy QuickBooks and Save
  • Services For Individuals
    • Personal Financial Planning
    • Estate Planning
  • Tax Services
    • Tax Preparation
    • Tax Planning
  • IRS Representation
    • IRS Audit Representation
    • Non-Filed Tax Returns
    • Back Taxes Owed
    • Payroll Tax Problems
    • IRS Liens
    • IRS Levies
    • IRS Wage Garnishment
    • IRS Seizures
    • Offer In Compromise
    • IRS Payment Plan
    • Bankruptcy
    • Innocent Spouce Relief
Free Consultations

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BergerCPAFirst is a Certified Public Accounting firm that exclusively serves the accounting and tax needs of small businesses like yours for an affordable fixed fee!

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