Financial Services

We all have an estate.  The driving question is whether or not you have a plan.  Sadly, if you do not have a written estate plan, your state government will most likely step in to take control of and manage your remaining estate in your place.  So regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to remember your loved ones, church family, and other favorite charities.

Let Tax Plus help you create and manage your estate.  Effective estate and gift planning transfer your assets, in an orderly manner, to your beneficiaries.  It also provides security for your surviving spouse and can reduce or eliminate the taxes due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Together, our Tax Plus staff will guide you through the complex process of getting your financial affairs in order.