Key Accounting Solutions

Personal Estate & Succession Planning

Key Accounting Solutions understands that, as your personal and business assets grow, so does the importance of preserving and protecting them through a well-planned estate.

At the heart of a comprehensive estate plan is your will, one of the most important things you can do for the family members, friends and charitable organizations that you want to benefit from your estate.

Your will can help enhance your wealth, minimize taxes, give your beneficiaries the greatest benefits, and ensure that your wishes are carried out as you intended.

Our experts work closely with you and your lawyer to help design appropriate and effective strategies for your personal assets and interests.

Personal Estate Planning Services

How It Works

Our estate and succession planning services can assist you to:

  • Minimize taxes, administrative expenses and delays.
  • Plan for the smooth administration of your affairs.
  • Protect the financial interests of future generations.

We start with a complete discussion of your current financial position and the goals for your estate. Then we work with you and your lawyer to help develop a comprehensive plan fulfills your wishes for the manner in which your estate will be handled once you are gone.

By providing trusted advice and an empathetic level of professionalism, we will also help help ensure that your wishes are carried out and assist your beneficiaries to understanding and move through the process with minimal stress.

A well-planned estate is a gift to the next generation.

Contact us to find out how we can help you give the gift of a well-planned estate.

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Tips, News & Updates

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Client Testimonials

  • "I have been very happy with everything Key Accounting has done for me over the years, both in my business and in my personal finances."
    - Curtis N.