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 a CPA’s professional and comprehensive approach to estate planning, you can be assured that your wishes will be honored. At Lizza & Associates we can help to:
Review wills, trusts, retirement plans, and other estate-planning documents and ensure that they remain up-to-date.
Explain different methods of property transfers, estate-tax rules, and the impact of the most current estate-planning legislation and any possible future changes in the rules.