Estate Planning

Know all your legal and financial rights and plan correctly from the start

With multiple issues to consider, planning on your own can be headache-inducing.

Without the assistance of a qualified expert, planning about your estate when you pass away can be frustrating. There are so many factors to consider, including state tax, probate court proceedings, unjust appraisals, heir eligibility, life insurance, end of life healthcare costs, annuities, and burial costs.

Despite it being intimidating, proper estate planning can save your family time and money. This is where Candy & Schonwald comes in. We provide expert consultations, recommendations, and use industry-standard tools to ensure simple, efficient, and hassle-free planning. We will be with you every step of the way and are ready to provide alternatives if needed.

Candy & Schonwald provides the following services:

  • Preparation of Estate and Gift Returns
  • Review, Layout, Calculations pertaining to Estate documents
  • Interactions with Professional Advisors, such as Attorneys and Insurance Brokers

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it 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 to setup a Free Consultation.