The third and final installment of our blog series about estate planning, written by Pat Walsh, CPA, Tax Manager, address concerns about gift tax returns, the probate process, inherited IRAs, and trusts.  The full 3-part blog series is found on our website.

https://www.sharrardmcgee.com/blog.php

Estate planning is an extremely important process that involves many professionals including your attorney, wealth management consultant, and insurance professionals. Your tax consultant at Sharrard, McGee & Co., PA is ready to lead your team as you start your estate planning process. Call us at (336) 884-0410 in High Point or at (336) 272-9777 in Greensboro.