Estate and Trust Planning and Tax Preparation

Everyone should have a well thought out plan as to how to distribute the assets left in one’s estate in order to avoid complications and to be sure that the individual’s wishes are followed.  Effective estate and trust planning can ensure financial security for your loved ones. J.W. Schubert & Spinella PLLC can help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability to your beneficiaries.  Having your tax and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.