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Estates & Trusts

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
 
Gifts
In the current environment, gift taxes should be a minor concern. Laws change, thresholds change and worst of all Federal guidelines are always vague. This means you're better off safe than sorry by seeking professional help.
Trusts
Once a rich man's game, now open to many with moderate income. Let us guide you in the use of this valuable wealth management tool.
 
Succession Planning
No one likes to think about it, but succession planning helps everyone in the room by defining roles and minimizing the tax consequences.
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Edward D. Heben, CPA, P.C., 722 Commerce Street, Thornwood, New York 10594-1004
Phone: (914) 345-5888 | Fax: (914) 345-8652 | Email: Please call to discuss our services in greater detail.
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