Rowles & Company, LLP will work closely with you, your attorneys, and your insurance and investment advisors to help you plan your estate, trying to reach your goals with the minimum tax burden. Once a plan is developed, we keep in touch with you regarding any changes in your plans for your family, and any changes in tax laws that may affect your plan.

Personal Services

As CPAs, we provide you with the knowledge, vision, and experience to structure your estate to minimize taxes and maximize confidence that your resources will be distributed as you wish. We take a look at the big picture of your estate, consulting with other advisors - legal, trust, insurance, and investment - to give you comprehensive, detailed, and most importantly, personal service.

If you are an owner of a closely-held business, your needs are particularly complex. We can help you and your heirs to retain the value of this business.

We do not just help you plan for your estate and then walk away. We continually monitor it, keeping a watchful eye on the changing economic scene, on your changing personal and professional needs, and on the ever-changing tax laws and regulations. We work closely with executors and beneficiaries to maximize the assets for distributions.

The Burden of Taxes

Did you know that -


• The federal estate tax can be up to a marginal bracket of 45% for people who die from 2007-2009?
  
  
• In 2011 the federal estate tax rates and exclusions will revert to amounts in place in 2001?
  
  
• There are various forms of trust arrangements that ensure your beneficiaries will benefit from your property over varied lengths of time?
  
  
• If your estate doesn't plan for liquidity, your beneficiaries may be burdened with the tax payments?
  
  
• Proper titling of assets can save estate taxes?
  
  
• The annual gift tax exclusion allows you to save estate taxes by making gifts of your property now?
  
  
• A final income tax, estate tax, and estate income tax return must be prepared and filed?
  
  

  These questions only hint at the complexity involved in tax structuring and planning for your estate. We can address these questions and help you achieve your financial goals. Should you find yourself handling an estate for which no planning was done, we can help you to minimize the taxes and meet all of the necessary filing requirements.

  It is a frustrating irony of life that you work for decades to achieve financial security, only to find that upon your death, tax, legal, and other obligations may seriously erode the value of all that you attained. But with our counsel and services, you can minimize estate taxes and dispose of assets according to your wishes.