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Services

Estate/Succession Planning

Estate/Succession Planning

A comprehensive estate plan can help you maximize the value of your estate by minimizing taxes and other related expenses. It can also help ensure your loved ones’ peace of mind and financial security.

Through key alliances and relationships with specialized legal counsel, Sute Seay CPA’s Estate Planning services include guidance in the development of estate “freezing” or minimization techniques, which may include the use of trusts, beneficiary designations, gifting strategies, etc.

Much like Estate Planning, Succession Planning is about protecting your assets once you’re gone and, simultaneously, helping ensure your loved ones’ peace of mind and financial security. At Sute Seay CPA, we advise on Succession Planning techniques and strategies.

To learn more about Sute Seay CPA’s offerings in this area, please Contact Us.

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