Estate and Legacy Planning
You have worked a lifetime to build your family’s legacy and wealth. Protecting and preserving that is the most important goal we can help you achieve. We want to help you make certain that your family’s future is protected, by helping you leave a greater legacy. It is our goal to help you pass on your estate to the rightful parties you designate, through a sound plan that protects you and your family while potentially minimizing taxes. Our clients can enjoy maximum wealth protection and legacy enhancement through our sound and unbiased objective advice. You will be able to enjoy a simple, time-saving, and effortless experience working with our firm.
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.
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.