Estate Planning Done Right
Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.
If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.
We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.
Questions you might need help answering…
- How does divorce or multiple marriages affect estate planning?
- What happens when heirs are too young to inherit?
- Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?
- How can an inheritance be protected from creditors of an heir?
- How can you pass along your estate with the minimum of tax liability involved?
- Who needs to be on your estate planning team?
- Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?
- How will your estate be taken care of in the event that you are incapacitated?
- What are the processes for amending your estate plans as your situation changes?
- How can you leave money to charities or other organizations?
This is one area where a do-it-yourself mentality might not be to your greatest benefit. Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.
What our Clients are saying
Eakub A. Khan, CPA has been my trusted financial advisor for over seven years. His experience and knowledge about my industry is impeccable. Eakub has managed my medical practice’s financial and compliance needs exceptionally.
As a medical doctor, I am preoccupied with running my practice. It’s difficult for me to understand and absorb information regarding the regulatory environment of my industry. Without Eakub’s knowledge and expertise, it would be difficult for me to focus on my practice, I would have to set aside extra time to understand and comply with the regulations.
His assistance has enabled me to utilize a majority of my time to the skills that I possess and devout more time to my expertise. Eakub is constantly available to answers my questions and guides me to improve my business. Knowing that I have Eakub as my CPA, I feel confident and satisfied as a client.Trusted financial advisor
I have known CPA Eakub A. Khan for many years in a professional and personal manner. His work ethic and demeanor towards me and my referrals resonates positively. Eakub’s knowledge of my various business’s which are spread out in the wholesale and retail industry is amazing. His simple approach helps me understand and manage my business efficiently.
Eakub’s communication with me is flawless. Every time, I reach out to him with any problems, he responds with assuring resolutions. With many of my businesses, I need a person like him than can make me feel confident and assured with my management and operating actions. My partners and friends share the same feeling towards him as I have described.
Eakub’s advice over the years has saved me from many stressful situations. His adherence to detail and ability to understand my issues has enabled me to concentrate on operating my many business without any sort of worry. Without Eakub on my side, I strongly feel that I would not have been successful with my businesses. His extraordinary service and commitments to clients like me deserves an A++ rating.