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Estates and Trusts
As you accrue wealth, you want to ensure your loved ones are taken care of if anything unexpected should occur. Watters + Fryer, CPAs provides trust and estate planning in Roseburg to ensure your beneficiaries easily and conveniently receive the wealth they are entitled to. Schedule a consultation with our firm to establish a detailed estate plan that’s best for you and your family.
Effective Estate Planning and Trusts in Roseburg
After a life of dedicated, hard work, you want to make sure that your estate, which includes everything you own, is left into the hands of the people you care for. While a will is an integral part of your estate plan, a basic will can lack a lot of the components that are necessary. Additionally, an estate plan protects an individual from probate court if done correctly, something a basic will cannot do. Watters + Fryer, CPAs assists you with developing an effective plan and situating trust and estate administration.
Planning a Future for Your Loved Ones
An estate plan is a series of legal documentation detailing where your wealth should be distributed should you become disabled or pass away. The details of the estate can be customized to provide conditional distributions as well as determine the amount each beneficiary may receive upon settlement.
Estate settlement can often involve a long, troublesome process. Watters + Fryer, CPAs is experienced with helping clients determine the best methods to reduce the headaches your beneficiaries will go through to receive their entitled wealth. While every estate plan is different, our lifetime of experience allows us to effectively reduce the amount of estate taxes your beneficiaries will be liable for while ensuring a seamless transition of wealth.
Additionally, married couples in Oregon are allowed to extend tax thresholds pertaining to estate value taxes. We can help you set up a disclaimer trust, which extends the $1,000,000 tax threshold for Oregon to $2,000,000 and ensures your hard-earned money isn’t lost to taxes.
Watters + Fryer, CPAs can help you with the following:
Estate planning and appointing trustees help to alleviate the burden beneficiaries may face in the future. This prevents complications that may occur if you otherwise failed to develop a plan for your estate distribution. Additionally, those utilizing Watters + Fryer, CPAs for estate and trust services in Roseburg can benefit from our combined expertise assisting clients in ensuring their loved ones receive the wealth they deserve.
Schedule an Appointment with Watters + Fryer, CPAs
Effective estate and trust planning ensure that your wealth smoothly transitions to your beneficiaries. Schedule a consultation with the team at Watters + Fryer, CPAs, and let us help you determine the best plan to distribute your estate to your successors. Call us for trust and estate planning in Roseburg today!