Your estate took a lifetime to build. Now, you need to be sure it’s protected. The accountants and estate planning experts at Opsahl Dawson can help.
What are your plans for your estate? What are your goals? It’s OK if you don’t know the answers to those questions yet– that’s why we’re here. Let us help you by analyzing your estate, as well as any will or other documents you have in place. Together we can create an estate plan that works for you, your business, and your family.
Even if you have an estate plan in place, it’s important to review it from time to time. It’s impossible for anyone but an experienced CPA like those at Opsahl Dawson to truly understand the complex and ever-changing federal and state tax laws that might affect your estate. We will help you understand every detail and how the plan will be conducted.
It would be our privilege to help you feel confident in your wealth transfer plan.