American Dream CPA
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Estate Planning

Estate Planning, Which Can Be Complicated and Costly.

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You will be grateful for having engaged our services. Call us NOW to reduce your tax pain and improve your quality of life. We offer a free consultation to walk you through your needs and the scope of your goals.

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Estate Planning

Estate Planning in Tampa, Florida

We assist our clients in estate planning, which can be complicated and costly to handle on your own. Why? There is an endless list of things to handle: — state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401(k)s, annuities, burial or cremation costs, and intent regarding death-postponing treatment, to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers:

  • Could an heir be too young to inherit? 
  • Should the inheritance be given at a certain age? 
  • Is the intended beneficiary in a shaky marriage with divorce as a possibility? 
  • Are there children from a previous marriage? 
  • Should inheritance be protected from potential creditors of the heir? 
  • Are there taxes that can be avoided? 
  • Are you able to avoid the probate court rules, delays and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances and alternatives. At every step, we'll be there with you.

The hassles and red tape associated with estate planning can be daunting, but you don't need to face them alone. Our team is waiting to assist you through every step of the process.

If you'd like more information about our estate planning services, please complete this form today to set up a free consultation at our Tampa office!