Planning & Administration

Protecting and Transferring Your Assets

Estate planning is not just about having a will or a trust. It’s about having a comprehensive plan that considers many factors involving the protection and transfer of your assets in the event of retirement, business succession, disability and death. Our knowledgeable, experienced CPAs and financial planners will work with you to design a customized estate plan that addresses your particular needs in a way that preserves and conserves your estate while reducing tax liabilities. Using myriad planning vehicles, we will develop an estate plan that transfers assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes.

Advisors for Life

Trusts & estates administration is complex and requires the guidance of highly qualified, personally involved professionals who understand the available elections, distributions rules, and filing deadlines. At Sechrest & Bloom, we have the expertise and heart to ensure your wishes are honored, your loved ones are served, and your tax liability is minimized.