Estate Planning
Thoughtful planning solutions to help preserve wealth, protect assets, and ensure a smooth transition for future generations.
Do YOU have an estate plan in place?
Regardless of the level of your wealth, or your amount of possessions, everyone should have a plan in place to assure that their wishes are carried out and their families are not unduly burdened. People often underestimate their net worth, not realizing the cumulative effect of their business, retirement and investment accounts, home and other real estate, and therefore discount the need for an estate plan
What is Estate Planning?
Creating a will, assigning power of attorney, creating a trust…the list can be daunting. Faw Casson will walk you through the process. We will help you define your personal net worth and decide the most beneficial way to develop your estate. We will take the time to understand your goals and create a complete plan that will take you there.
The current estate tax rules for gifts and estates will expire at the end of this year. The political landscape is unpredictable, and there is not enough time to “wait and see” what will happen after the November election. Call us now to begin working on your estate plan and take advantage of the opportunities that are available for a few more months.
What is Gift Planning?
It is a strategy used for transferring wealth during your lifetime. Some people do it for tax reasons, others so they can see their family enjoy the benefits. Let us help identify opportunities for you, and together we can determine if gifting is a good fit for your situation.
Who This Is For
- Farming and Agribusiness Accounting – Managing land, operations, and multi-generational planning in a complex, asset-driven industry
- Construction Accounting – Project-based accounting, cost tracking, and contract management in a fast-moving environment
- Entrepreneurial Accounting Services – Supporting growing businesses with financial structure, planning, and day-to-day decision-making
- Manufacturing Accounting – Cost accounting, inventory control, and operational insight for production-driven businesses
- Medical and Dental Accountants – Financial management, compliance, and planning tailored to healthcare practices
- Professional Services Accounting – Supporting firms with partner structures, billing models, and performance tracking
- Real Estate Development Accounting – Managing projects, entities, and investments across complex real estate portfolios
Ready to Get Started?
Partner with Faw Casson for a peer review experience that is efficient, insightful, and focused on your success. Contact us today to schedule a consultation and take the next step toward strengthening your firm.
By choosing us, you’re choosing a partner who understands your challenges and is committed to helping your firm thrive.