We work as a partner with your attorney, insurance representative, financial planner, and trust officer. We can also introduce you to our team of specialists who can provide solutions to:

• avoid delays resulting from improper planning
   
• avoid overpaying estate taxes
   
• minimize exposure to probate court costs
   
• planning for a smooth business succession
   
• family financial insecurity
   
• minimize risk of disputed or inequitable distributions
   
• proactive planning in the event of incapacity

Our goal is to help you realize your goals.  Since we have no commission-based products to sell, we can offer objective and unbiased expertise. We work with you on your financial goals and the future of your estate.

For more information on Estate Planning, please contact Lisa Shuneson at: lshuneso@whalencpa.com