Estate Planning

Leonard J. Miller & Associates, Chartered

Partnering for CPA Practice Success
Member American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants

Estate Planning

Many changes have taken place in the estate tax arena in recent years. However, estate taxes remain high. We can help you take advantage of planning opportunities appropriate to your situation. Our services include:

	Reviewing your current estate plan - Does the plan correspond to your wishes? What taxes are likely to be due? Will there be enough cash available to pay the taxes due? Are your assets titled appropriately?
	Developing strategies to meet your goals - Is it advisable to make gifts now to family members? What should you give away? Should you incorporate a trust into your plans to minimize taxes? Can charitable giving be used to benefit both you and the charity?
	Life insurance planning - Do you need more life insurance or do you have more insurance than necessary? Is your insurance owned by the appropriate party or will there be unnecessary estate tax because of who owns the policy?

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