San Antonio Estate Planning
You have spent your life working and building a life that you are proud of. Make sure you’re leaving a legacy that will make you just as proud. If you’re looking for San Antonio estate planning services, then you’ve come to the right place. Most of the time, people think of lawyers when they think of estate planning, but our extensive knowledge of tax laws and regulations will help you make the best decisions for you and your beneficiaries.
Writing a will is an extremely important thing to do, especially if you’re married, have children, or have a large estate. Because we understand the tax laws and liabilities of your estate and the potential tax burden on your beneficiaries, we will help maximize the value of your estate and minimize the amount that your beneficiaries will lose to the IRS.
Your Estate Plan
Whether or not you create an estate plan, you have one. If your estate is intestate, that is, you die without a will, your state of residence has an estate plan for you. This plan may not be what you want, and a sizable portion of your estate can end up being spent on legal and court fees. Make sure that your estate is distributed the way you want.
In order for your estate to be carried out and distributed in accordance to your wishes, you must have a will. Our experienced CPAs can help you plan your estate to make sure that you leave the legacy you want and ensure that it is administered accordingly.
Why Use a CPA For Your Estate Planning?
While a lawyer understands whether or not you can legally do something in your estate, they are not as familiar with tax laws and liabilities and therefore do not necessarily understand the financial and tax consequences. However, as CPAs, we have intimate knowledge of tax laws, meaning that we can help you make the best decisions for you and your beneficiaries.
At Adam Valdez CPA PLLC, we aim to understand your unique situation, your relationships, and your estate. We work closely with you to develop a plan that works for you and your family and make sure that it is carried out in accordance with your wishes.
What We Do
Estate planning generally happens in two parts: pre-mortem, or before death, which is primarily about planning, and post-mortem, which generally entails administration. We will work with you to ensure that your estate plan is established to meet your wishes and maintain its maximum value. We will do everything in our power to limit the expenses that can be accrued in probate and minimize the tax burden on your beneficiaries.
Writing a will can be a stressful and humbling process, and it can sometimes leave people at a loss, wondering how to distribute their estate. We understand the personal nature and are dedicated to helping our clients with compassion, integrity, and honesty. At Adam Valdez CPA PLLC, we understand the tax laws, and we are committed to helping each of our clients leave the legacy they dreamed of.
If you’re ready to get serious about your estate planning, call us today at (210) 648-5500 to schedule your free initial consultation.