No estate is too small for proper planning and we're not too big for personal services. The CPA is an important advisor and is a member of a team of professionals that includes attorneys, trust officers, investment advisors and chartered life underwriters. Glickstein Laval Carris can develop a strategy to conserve, increase, and ultimately assure that your estate planning goals are met. The result: minimal taxes and larger portion of your estate passing to heirs.
The firm provides tax planning services in the areas of:
- Marital deduction provisions
- Joint ownership of property
- Gift tax planning
- Advice on ownership of life insurance policies
- Planning to provide liquid assets to pay estate taxes
Sound and organized financial estate planning can help you preserve the financial security you have worked throughout your life to achieve.
Effective tax planning is essential.
Contact Glickstein Laval Carris, P.A. today to schedule an appointment with one of our experienced Orlando Estate Planning Professionals to discuss your estate planning options. Please call us today at 407-645-4775 or fill out the contact form on this page to send us a message.