Our knowledgeable professionals can help you through this overwhelming process.
You are never too young to think about providing for your family and your future care. Make the most of this opportunity with the help of experienced tax planners who can help you establish trusts or navigate factors such as probate court proceedings, appraisals, life insurance, annuities, residual distributions, retirement expenses, and much more.
The professionals at Candy & Schonwald listen to your concerns. We discuss the nature of your relationships, share research, and make recommendations so your plan is efficient and worry free. We are available to answer your questions or make alterations to your estate plan based on your changing circumstances.
We will be happy to explain how you provide the greatest benefit while reducing estate and gift taxes for your beneficiaries, using some of the following tools:
Leaving a legacy is a wonderful gift to your family and other heirs. Find out more about estate plans and trusts by contacting our Dallas CPA firm or call (214) 826-6660.
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.