Providing for the orderly transfer of personal assets can be a difficult process. Though most people understand the need to plan for such events, many do not know where to start. A certified public accountant experienced in estate planning can provide the knowledge and direction necessary to help you through this process.
Indeed, a CPA can provide not only financial advice, but also an objective view on emotionally charged issues. At Weaver and Tidwell, our estate planning professionals have the knowledge, experience, and sensitivity to help clients achieve their goals. Our professional staff includes three Accredited Estate Planners and two Certified Financial Planners.
We encourage clients with estates worth more than $1.5 million for individuals or $3 million for married couples to start the estate planning process early and review their plan often. This is especially true for the beneficiaries of an estate who may be faced with new financial considerations as a result of an inheritance. Through careful planning, we can help redirect assets in ways that can save you significant sums of money.
After identifying all assets, liabilities, insurance policies, etc., our professional can help classify the ownership of assets and suggest options that will keep your taxes to a minimum. We provide a comprehensive package of services for estate planning and administration, including:
- Federal estate and income tax planning
- Charitable trust planning
- Minor's trust planning
- Preserving separate property assets
- Creditor protection strategies
- Private foundation
- Family limited partnerships
- Asset allocation
- Life insurance trust
Succession Planning Services brochure
For more information about our succession planning services, contact:
Frank D. Thompson II, CPA, Partner - Dallas/Fort Worth at 817.882.7711 or
John McDonald, CPA, Executive Partner - Houston at 713.297.6915.