Choices. Multiple options. Decisions to be mulled over.
It is not easy to complete estate, trust and retirement planning. These decisions may touch generations and many options have significant tax ramifications.
Like any major project, it is nice to know what worked for others.
Experienced and confidential, HGCPAs have been providing estate, trust and retirement planning for over twenty years. Their long term clients depend on their counsel to guide their assets today and for many years to come.