Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaies, provides security for your suviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the comples process of getting your financial affairs in order.

At APB we are one of the few CPA firms with two professionals that have received the Certified Specialist in Estate Planning designation.