Estate and Trust: Getting your Will in Order

The loss of a loved one is difficult under any circumstance. Not having a will properly prepared and reviewed by legal and accounting professionals can compound the difficulty, even in the most loving families. The last thing you want is uncertainty regarding your family’s well-being or that of your business and employees.

In this video, Markowitz, Fenelon & Bank Managing Partner Tom Terry, CPA, speaks about the personal and business considerations regarding a will and what type of life events necessitate will updates.

Choosing an experienced CPA to assist with reviewing your will can benefit your family and business in the event of your passing and allows you to:
• Take care of those who are most important to you
• Minimize tax implications
• Protect your S Corp business status

We work with you and your other advisers to prepare, develop and execute comprehensive plans that will achieve your objectives and wishes.

Please send me additional information about your Estate and Trust planning services.

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