Sullivan & Johnson Ltd.  CERTIFIED PUBLIC ACCOUNTANTS
Estate Planning

S
  &
    J

Ltd

 


At Sullivan & Johnson, we concentrate on the tax and financial implications of Estate Planning. 

Quite frankly, when we become involved in an estate, it is usually after the decedent has passed and there are financial complications to the estate which require our expertise. 

We know that we could have helped a good attorney to save many estates a great number of dollars, had we been consulted earlier, before it was too late.

 

If you have ever considered any of the following questions, please call us, so we can help you plan your estate before it is too late:

 
  • What is estate planning?
  • What is involved in estate planning?
  • Do I need estate planning?
  • What should be included in my estate?
  • Do I need a will and what is a revocable living trust?
  • What is probate and why do I want to avoid it?
  • Who should be my executor or trustee and how should I provide for my minor children?
  • When does estate planning involve tax planning?
  • Why does the way in which I hold title make a difference?
  • Are there other ways of leaving property to someone?
  • What happens if I become unable to care for myself?
  • Who should help me with my estate planning documents?
  • How much does estate planning cost?
  • How do I find a qualified lawyer?

 

We have a number of different attorneys that we have experience in working with, so you can have some options in preparing your estate.  Contact us and we can get you started.

 

 

Sullivan  & Johnson,  can assist you with all your estate planning needs. However, direct questions
 on estate-planning  should be addressed to your attorney.  If you do not have an attorney we can recommend some for you to choose from.

Further Estate Planning questions may be answered at this Link to the
American Bar Association:



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