585-250-0288
About Us
Send a File
Request a
Consultation
Home
Accounting Services
Small Business Accounting
Business and Financial Consulting
Incorporation Services
Outsourced Accounting & Bookkeeping
QuickBooks Services
Wealth Management
All Accounting Services
Tax Services
Tax Planning
Tax Preparation
All Tax Services
Industries We Serve
Dental Practices
Law Firms
Medical Practices
Real Estate
All Industries We Serve
Contact
Category -
Estate and Trusts
« Back to All Categories
Embrace the Season of Change: Estate Planning Tips for Fall
NEW!
Is a Living Trust Right for You?
NEW!
Try a Trust
And to My Executor, I Leave My Passwords
More Than Estate Taxes
A Trust to Help Instill Positive Values in Children
The Family Foundation: Sharing Wealth and Values
A Roth IRA Can Be a Good Estate Planning Tool
Single Parents Have Unique Estate Planning Needs
How to Set Up a College Savings Plan for a Grandchild
New Life Expectancy Tables for Calculating RMDs
Saving for a Child's Future
Mentoring the Next Generation to Take Over the Family Business
Estate Planning After Remarriage
Three Tax-Friendly Strategies for Charitable Giving
Does Your Estate Plan Consider Income Taxes?
An Executor's Tax Responsibilities
Trusts: Another Corner of Your Estate Plan
Staying on Top of Digital Assets
Take the Pulse of Your Estate Plan
Gifts and Taxes: A Tutorial
Trusts - Many Types, Many Options
Life Insurance - Avoiding Taxes on the Proceeds
Are Trusts Just for the Ultra Wealthy?
A Roth IRA - Benefits for Your Beneficiaries
« Back to All Categories
Ready
to Get Started?
We'll help you develop a business plan specifically tailored to you.