Estate and Legacy Planning
At Kreppel Tax Advisory Group
We are dedicated to helping you protect and enhance your family’s legacy by developing a comprehensive estate plan that ensures your loved ones are well taken care of. We work closely with you to craft a sound plan that addresses key aspects such as wills, trusts, and powers-of-attorney, aiming to safeguard your wealth while potentially minimizing taxes. Our objective is to help you leave a lasting legacy, providing maximum protection for your family and simplifying the estate planning process to make it as seamless as possible.
Whether you already have an estate attorney, or you need a recommendation, we work with you and your legal professional to create a legacy plan that is congruent with your total financial plan.
Our team collaborates with legal and tax professionals to avoid common estate planning mistakes and address critical questions
Such as whether a will or trust is more appropriate and how to manage IRA assets effectively. By integrating your estate plan with your overall financial strategy, we ensure that your wishes are honored and that your family’s future is secure. Whether you have an existing estate attorney or need a recommendation, we are here to offer unbiased, objective advice and support every step of the way.
At Kreppel Tax Advisory Group, we work with legal and tax professionals to create a plan to enhance your legacy:
- What are some common mistakes made with a will?
- Do you need a trust, or is a will sufficient?
- What are the major questions to ask when drafting your powers-of-attorney?
- What is an IRA Asset Will?
- Understanding the IRA tax time bomb, and how to diffuse it.