More than just Tax Returns
Estate Planning can be a daunting task with many complicated parts to deal with without qualified help. Many individuals choose to put it off causing their family to spend a lot of money and suffer much heartbreak.
At GLO CPAs we understand that every estate plan is going to be different and will tailor a plan that is unique to you and your situation. We take care in organizing and planning in the way that is best for you, so you’ll be able to sit back and enjoy the rest of your life knowing your plan is perfect for you. Estate planning is not something you have to do alone, and with GLO CPAs on your side, you can be sure to organize the most effective estate plan possible.
Our motto “Building High-Value Relationships” extends to our clients through the services we offer. We know our clients and area able to best advise them on these sensitive matters in order to help them navigate the complexities that estate planning can evoke.
How GLO CPAs can help you with an Estate Plan
- Clearly define your goals
- Recommend estate planning options
- Prepare, organize, and review your estate planning documents
- Transfer the assets of your estate to heirs the way you want it
- Organize fair and adequate liquidation of estate to cover taxes and other expenses
Areas where we can help
- Living Wills and Trusts
- Lifetime Family Wealth Transfers
- Management of Family Partnerships and other business relationships