Where focusing on your success is our success
Estates & Trusts
Affordable Estate and Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Knox Accounting & Tax Service will help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Everyone should have a well plan as to how to disburse one's estate so as to avoid complications (probate) and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Ensure That You Leave a Legacy Behind
Are you trying to leave certain property to you loved ones after you pass away? Come to us for all your estate planning and we'll be able to give you the assistance you need with your estate taxes to ensure that the whole process goes accordingly.
Have You Given Away Property Recently?
When you give someone property or a large amount of money during your lifetime, you may be subject to a federal tax gift. Feel free to use our services to make sure that you are covering all your bases during this process.
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Ensure that your loved ones don’t have any complications to deal with during a time of loss. Give your loved ones a solid financial security!