Estate Planning

Katz & Associates, PA can work with you to effectively plan out your estate. 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 upon the transfer of your business and assets to successors. Our core team of dedicated advisors and CPAs can assist you in planning your estate with our industry knowledge of taxes, your wishes for your estate, and our future expectations for your estate. Whether you have a modest or sizable estate, estate planning is critical when penning a will.

You might want to consider estate planning if:

  • You own a business, nonprofit, foundation, or religious institution.
  • You’re looking to help reduce or eliminate taxes that may be owed upon your death.
  • You need help in planning out a trust.
  • You want expert advice that benefits your beneficiaries.
  • You want our CPAs to work with the executor of your estate prior to your death.

For business owners, providing for business continuity and succession of ownership is essential. Katz & Associates, PA can guide you through the complex process of getting your financial affairs in order to ensure an effective transition of your business to your successors. A successful transition of your business, nonprofit, foundation, or religious institution to your successors is critical to ensure the continued success of your business after you’ve chosen to step aside or upon your death. Our dedicated and qualified advisors can help you devise an effective strategy for the continued success of your company, even after you’ve been removed from the day-to-day operations of it.

You can trust Katz & Associates, PA to have the expertise and resources for all of your accounting, auditing, business consultations, non-profit organizations, estate and gift plan tax planning, tax planning evaluation services with compliance, financial planning, divorce assets, sports foundations, religious institutions, and technology service needs. While our list of services is by no means all-inclusive, please feel free to inquire if you’re searching for anything that you may not see listed. Call us now at (410) 602-2266 or contact us for a consultation with one of our dedicated advisors.