Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.  Through long standing relationships with top-notch estate and elder care attorneys, together we formulate the proper plan for you.  When necessary, our valuation services provide appropriate discounts so you can transfer assets while incurring the least amount of taxes.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You can also help with...

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family Limited Partnerships and other business relationships.
  • Irrevocable life insurance trusts.
  • GRATs
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.

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 consultation.

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    -Len E.

  • "I provided all of the appropriate paperwork (electronically), and Glen Ross went through them, set me up in his system and asked a few questions. I also had some additional questions regarding 2013 taxes which he also promptly answered, while also giving the basis for the answers."

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  • "I met with Glen in the Fall to have him look over my last return prepared elsewhere to see if he saw any mistakes that I might be alerted to by the IRS again in the future. He listened to my concerns (which were many) and he re-assured me that I really had nothing to worry about, (believe me, that is NO SMALL TASK!). "

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  • "Receptionist was super friendly and professional. Asked our concerns and scheduled an appointment before the end of the year. Mr. Ross was exceptional in answering our tax questions at an intimate personal meeting. "

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  • "Fortunately and unfortunately my taxes have gotten to the point where I simply cannot handle them on my own (using TurboTax) anymore. This became evident when I received a communication from the IRS that there was a potential issue with a past tax return. "

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  • "Finally! A cure for Tax-time stress! Glen Ross met with us for about 1 hour and prepared our 2011 taxes while giving us important information about Federal Tax Law. Meeting Glen for the first time was great and sat down with him for an hour or so while he did our taxes."

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© Ross & Company CPA, PLLC 2019, 5 Florence Ave,
Smithtown, NY 11787

T: (631) 979-3141
F: (631) 979-3996 E: info@rosscompanycpa.com






© Ross & Company CPA, PLLC 2019, 159 E Shipyard Rd.,
Mt. Pleasant, SC 29464

T: (631) 979-3141
F: (631) 979-3996 E: info@rosscompanycpa.com

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