Estate Planning
The day will come. That’s a certainty. Your loved ones will need to handle the transition of your estate. That will be a difficult time for them. If your estate plan is out of date, or worse, if you have no estate plan at all, it can be a downright unbearable time. There’s no need to leave them with that burden.
Ptacek & Cromwell has the expertise to guide you through the steps necessary to ensure that the transition of your estate will flow smoothly. The Ptacek & Cromwell team will work with you to determine your true net worth as well as the level of exposure your wealth has to estate taxes and fees.
Your estate can include: bank and money market accounts, investments, retirement benefits from employers, your personal residence and other real estate, IRAs, insurance policies, collectibles, and personal belongings. These assets need to be protected and an untimely death coupled with poor foresight can create a messy probate process, massive tax implications and significant loss of wealth.
By working with Ptacek & Cromwell to craft your estate plan, you’ll be able to control how assets are disbursed after death or in the event of incapacity, with the least amount of fees and taxes. Your plan will provide you and your loved ones the peace of mind that comes from knowing that the legacy you’re leaving behind for them is well protected. And the Ptacek & Cromwell team will work with you to ensure that your estate plan enables you to keep control of your assets and decisions about your medical care when you can no longer handle your own affairs.
Ptacek & Cromwell is very helpful in answering all of my questions completely, and in a way that I understand. My daughter is now using P&C as well. They always go above and beyond to help me. -- Linda G.
The Oregon CPA Firm Whose Bottom Line is You!
Contact Ptacek & Cromwell today at 503.675.0700!!