Estate Planning

The professional team at Account Tek Inc assists individuals and families in developing a comprehensive solution to their estate planning and business needs. By utilizing our knowledge and experience, we strive to minimize the tax consequences, while continuing to meet the personal desires of the client. We provide estate planning services including:

  • Evaluate the need to liquefy assets upon death of business owner


  • Perform business valuations to calculate real value of the business


  • Analyze insurance needs and establish life insurance trusts, when desired


  • Recommend approaches to minimize estate taxes


  • Plan for a disposition of company property


  • Family limited partnership services

 

 

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