Estate Planning - the Financial Aspects
Estate planning was greatly complicated by the tax law changes in 2001. The
laws impact retirement and estate planning differently each year through 2010!
You need a CPA who can make financial sense of complex regulations and the
ever-changing investment environment. You need an accounting professional who
works in concert with legal and certified financial planning specialists to
provide a team that helps you leave your heirs as many assets as the law allows.
Sterck Kulik O'Neill Certified Public Accountants
specialize in approaching Estate Planning from a financial perspective.
These CPAs are experienced in designing appropriate trusts and other
financial plans. They are up-to-date on inheritance regulations, strategies and
tactics. Sterck Kulik O'Neill CPA's participate in on-going professional
training, and they include staff recognized by the California Society of CPA's
Education Foundation with a Certificate in Estate and Retirement Planning.
Sterck Kulik O'Neill designs customized estate and retirement plans only
after listening to clients and asking detailed questions. They insist on
understanding the client's goals and objectives. A good estate plan can be
developed only after the individual clarifies his or her current financial needs
and incorporates those with the desire to pass assets to future heirs.
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Sterck Kulik O'Neill focuses on the financial
factors that impact estate planning. This is our speciality. Of course, our
team respects the legal artifacts which establish trusts, provide gifts, and
allow the maximum transfer of assets to the next generation. We also
appreciate the skills of Certified Financial Planners and other specialized
professionals. Our program draws on experts in these disciplines to
provide a comprehensive approach to asset management.
Our goal is help clients assemble, preserve, and eventually distribute an
estate which satisfies the financial and emotional needs of the client and their
families.
Sterck Kulik O'Neill Certified Public Accountants
help individuals and families identify the best ways to preserve and to grow
assets while ensuring the largest possible inheritance to beneficiaries.
Once the retirement and estate plan is developed from a financial, asset
protection perspective, an individual is ready to draft appropriate legal
documents and to participate in investment review and allocation. Sterck Kulik
O'Neill works with clients and their attorneys and financial planners to ensure
proper execution of the retirement and estate plans.
Contact Sterck Kulik
O'Neill for further
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