Estate Planning

A well-crafted estate plan requires a team of skilled professionals. Key players in an estate planning team include attorneys, investment advisors, and certified public accountants. A CPA brings their intricate understanding of finance and taxes to the table and will explain the likely financial outcomes of every decision you make. This ensures your estate plan minimizes the tax implications and maximizes the portion of your estate handed down to your intended recipients.

At Rosen Kuslansky, our experienced accountants can provide you with our thoughtful insight and recommendations on creating and implementing an effective estate plan. We are committed to helping you preserve the estate you worked so hard to attain. And we will do so by making the process as simple and straightforward as possible.

The Estate Planning Process

Our certified public accountants can provide valuable assistance in all areas of estate planning by:

  • Helping you clearly define your goals
  • Organizing your estate planning team (tax, finance, and law)
  • Evaluating your unique needs
  • Providing reasonable future expectations for your estate
  • Reviewing any established estate planning documents
  • Recommending appropriate estate planning options
  • Minimizing the tax implications at the time of death
  • Allowing for the efficient transfer of assets
  • Organizing adequate and fair liquidation of your estate to cover taxes and other expenses
  • Amending your estate plan as needed

Discuss Your Estate Planning Needs with a Skilled CPA at Rosen Kuslansky

Our accountants understand that every estate planning situation is unique. To best serve your needs, we want to get to know you, your situation, and the nature of your relationships. We will offer our insight, recommendations, and other valuable tools to make your estate planning simple and effective. We will be readily available to you throughout the entire process to answer questions and address any concerns or changes in circumstance. Our team is ready to assist you and encourage you to reach out to us.
To get started, please call (212) 675-2600 or contact us online.