Here is an example of a simple, monthly budgeting plan. This is what we can do for you on a large scale! Call us, and let us save you money!
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We also provide estate and gift tax planning to help transfer your wealth, effectively reduce your estate, thereby minimizing your tax liability both Estate and Individual.
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Downs and Associates CPAs, LLC