Share:

When it comes to estate planning, you need a qualified accountant to guide you through the process. From inheritance taxes to writing a will, it can be understandably overwhelming to deal with the logistics of planning on your own. Fortunately, a qualified estate planning CPA firm can help you save money and reduce stress. Once you’ve selected a quality accountant, you can begin simplifying your future. 

What to Ask Your Estate Planning Accountant

1. What Financial Data Should You Organize?  

To ensure everything goes smoothly down the line, you need to make a variety of arrangements. You need to write a will, organize your bank accounts, entrust your stocks and bonds, provide safe codes, and much more. An accountant will ensure you don’t miss any important steps. Ask your estate planning accountant where to begin, and together, you will accumulate the necessary documents.

2. How Can You Guarantee Your Trust?

estate-planningAfter you’re gone, you want to make sure that your heirs receive the maximum possible quantity of your estate. Without careful planning, they could lose a sizable portion of your estate to the IRS. Ask your accountant about specific ways to maximize savings and protect your will. 

3. How Can You Grow Your Estate?

In many cases, you may want to ask what you can do to grow your estate in the years to come. A qualified accountant can help you craft a strategy that involves investments, 401ks, annuities, and more. Often, a few simple changes can lead to major savings down the road. 

 

For a friendly, experienced estate planning accountant in Watertown, CT, look no further than Bergamo Tax & Financial Solutions. These professionals are happy to answer all of your questions and help you take control of your future. To get started, call a helpful team member today at (860) 274-1655. For more information about the business, visit the website

tracking