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Estate Planning

Click on any of the reports listed below to find practical, unbiased information to help you keep your wealth in your family.

Top 10 Estate Planning Mistakes
This article uncovers some of the most commonly overlooked aspects of estate planning and offers some easy ways to avoid its pitfalls.
 
The Tale Of Two Families
Well-illustrated stories about Joseph Robbie and Jacqueline Kennedy Onassis help to understand the two sets of federal estate tax laws. These two sets of laws, as defined by this article, are either for the ignorant or the informed. This article can help you protect your estate from taxes with different opportunities for estates as large as $1 million, $10 million and even up to $100 million...tax-free!
Estate Planning: Protecting Your Family, Providing for Your Wishes
Everything you own at the time of your death may be considered to be part of your estate. This usually includes your home, bank accounts, insurance policies and any other important assets. Have you thought about what will happen to all of these things when you're gone and where the control of these things will be? A carefully developed estate plan can save your estate recipients and your family a lot of trouble. Read this article to find out what goes into an estate plan.
   

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At Summer Associates Tax Services, we've been serving the accounting needs of Stamford, CT and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

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Summer Associates Tax Services

48 Union St, #1C,
Stamford, CT 06906
T: (203)327-4311
F: (203)327-4312
E: keith@summertax.com

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