FAQ Category: Personal Tax & Estate Planning

Understanding tax laws and estate planning strategies can be complex. It’s essential to work with a team of trusted experts, like accountants, lawyers, and financial advisors, to ensure you’re covered and well-prepared for the future. Rest assured our team is here to help you every step of the way.

It’s never too early—or too late—to begin. Ideally, planning starts in the initial stages of your business. Even if your business is established, we are here to guide you and ensure your future is secure.

The planning process starts with you and your key advisors, such as your accountant. Over time, you may involve family members, business partners, or beneficiaries to ensure everyone is prepared for the future.

To set the foundation for a secure tax and estate plan, you should gather the following:  A Gifford Carr advisor will guide you on additional information that may be required to develop your tax and estate plan.