Estate and Gift Planning

For most of us, planning for the distribution of our financial resources and personal property can be a difficult and emotionally charged issue. However, with our professional and comprehensive approach to estate planning, you can be assured that your wishes will be honored.

W. Foy Beal III, CPA, PLLC can assist with:
  • Reviewing wills, trusts, retirement plans and other estate planning documents
  • Developing a strategy that fulfills your goals while preserving assets, reducing estate tax liability and providing for sufficient liquidity
  • Explaining different methods of property transfers, estate tax rules, the impact of the most current estate planning legislation and possible future changes in rules and regulations
  • Collaborating with other team members — attorneys, investment advisors, appraisers and insurance agents, among others — to ensure that every issue is properly addressed by the appropriate expert