Estate Planning

Estate planning is an individualized experience. At AA Tax CPA we will study your situation and the nature of your relationships, and engage in detail-focused discussions to learn as much about your specific situation as possible. We provide recommendations and useful research tools to boost efficiency and simplify your planning needs by:

  • Clearly defining your Estate Planning goals
  • Organizing and creating your Estate Planning team
  • Evaluating and recommending a variety of Estate Planning options
  • Preparation, organization and review of all necessary documentation