With effective estate planning, you facilitate the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and potentially reduce or eliminate tax due on the transfer of your business and other assets.

You may or may not have a will or trust in place, but we can help you take care of all the details, making the process of estate planning as simple and painless as possible. We work with an attorney to create a personalized plan that works for you and your financial needs.

Areas we cover include:

• Wealth transfer strategies
• Estate tax planning structure
• Health care powers
• Gift planning to relatives, friends, and charities

If you're a small business owner, providing for business continuity and succession of ownership is essential. At Masler & Associates, we can guide you through the complex process of getting your financial affairs in order.

With estate planning, we take the same comprehensive approach to estate planning that we do with all our accounting and small business consulting services.

To contact us about estate planning services, please click here.