1715 N. Fine Avenue
Fresno, California 93727

559-252-1800

  • Services
  • Financial Planning
  • Estate & Trust Planning
1715 N. Fine Avenue
Fresno, California 93727

559-252-1800

Estate and Trust Planning

Estate and Trust Planning

One thing is certain – it is never too early to start thinking about, and planning for, how to ensure that your loved ones are taken care. There are a number of things to consider to protect your assets and minimize exposure to estate tax. Krikorian & Company can assist you by...

 

  • Defining the goals of your estate plan.

  • Determining if a revocable living trust and/or will would be of benefit to you.

  • Avoiding the time and cost of probate.

  • Advising on transferring wealth through gifting to family members.

  • Minimizing your exposure to estate tax by considering...

  • Establishing a family limited partnership

  • Leaving a portion of your estate to charity and/or setting up a charitable remainder trust (CRT)

  • Utilizing a portion of your unused estate tax exemption to transfer ownership interests in assets to beneficiaries during your lifetime in order to maximize estate tax discounts.

 

These are only a few of many items to consider when coming up with the optimal estate plan for you. Your CPA is an integral part of this process. We would be happy to sit down with you and discuss your unique situation and how to best structure a plan that best suits you and your family.