estate

planning

ESTATE PLANNING SERVICES

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Estate planning on your own can be complicated and costly. The list of items to address is endless: state taxes, bureaucracy, probate courts, appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Every estate planning situation is different. Johnson Block & Company can help you navigate your unique situation to recommend an approach to make your planning simple, efficient, and worry-free.

Some of our estate planning services include:

  • Defining your estate planning goals
  • Evaluating and recommending estate planning options
  • Reviewing your estate planning documents
  • Transferring the assets of your estate to heirs the way you want
  • Organizing fair and adequate liquidation of estate to cover taxes and other expenses
  • Family partnerships and other business relationships
  • Philanthropic planning
  • Preparation for estate and trust tax problems

FINANCIAL SERVICES

TECHNOLOGY SERVICES

INDUSTRY NEWS

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FINANCIAL NEWS

Read latest tax, business valuation and other financial planning news.

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