When we hear the word estate many times visions of perfectly manicured gardens, open greens, and an impressively grand manor with stately statues and fountains flood our minds.  That is definitely one kind of estate.  But you don’t have to be a Spelling to have an estate.  In fact, we all have one, whether it be large or small.  It is in the planning and execution of those estates that determines how much of our life’s hard work is handed down to the next generation or to the organization of our choosing.


Unfortunately the death of a loved one not only sets the course for a path of mourning and ultimately to acceptance, but also creates a list of things to do in response to the management of their estate.  We cannot change what has happened, but we can help alleviate the stress of the requirements for filing the estate taxes.

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Estate Planning

We cannot create a will for you, but we can help you plan for the tax ramifications of what you have in your will.  Working closely with you, and your lawyer, we can help make the legally binding document you create be one that will cause the least amount of stress for your loved ones once you are gone.  It […]

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Estate Administration

Once the planning stages are completed, if you should need an administrator we have experienced CPA’s who currently work with clients to ensure that the estate they worked hard to create is managed properly.   Ask us how we can help you.

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