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Estate Planning

estate planningProactive Estate Planning

Estate planning is much more than writing a will or living trust with a lawyer and should be done no matter how large or modest you perceive your estate to be. Your estate includes all of the assets you own and it’s important to keep them protected for your lifetime and beyond. It’s important to keep in mind that estate planning is something you should proactively be doing and isn’t just for older people or when you retire. If you plan on setting up an inheritance or transferring of any assets in the future, it’s best to work with a CPA to set up the proper structure to protect them now and ensure all of your records and paperwork are organized and set-up in a way to minimize future taxation.

Minimizing Estate Tax

The IRS defines Estate Tax as the tax on your right to transfer property at your death. But many are frustrated to learn that almost 50% of your estate may be taken through the estate tax. Our experts at Bedinghaus can help you design an estate plan that will help your family:

  • preserve wealth
  • minimize estate taxes
  • create trusts
  • provide for your family
  • smoothly transfer your assets to heirs
  • provide for a smooth transition for your family business, if applicable

Leave the structuring of your estate tax planning to the experts to help you take the most advantage of tax-free alternatives to protect your assets.

Business Succession Planning

At Bedinghaus, we meet with you to discuss your goals, concerns, and issues such as the restructuring your business, your choice of entity, the potential tax consequences, and your retirement income projections. We’ve served individuals, privately held businesses, and their owners for more than 25 years in the preparation and execution of succession plan strategies.

With your personalized professional business succession plan, we’ll address a complex combination of personal and professional business challenges and goals such as minimizing estate and capital gains tax and protecting your assets.

We’re proactive and strategic in order to get the best results for our clients. With proper planning, you’ll feel confident that your strategy will provide for your loved ones for years to come.