Estate Planning

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.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We work with your team: attorneys, brokers, insurance agents and financial managers, to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives.

Our primary expertise is in the area of tax planning and compliance.
You also get help with...

  • Family partnerships and other business relationships.
  • Preparation for estate and trust issues.

The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.

If you'd like more information about our estate planning services please complete this form to setup a consultation.

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At Michelle A. Friedman, CPA, PLLC, we've been serving the Tax and Accounting needs of Houston, TX and the surrounding area for years. If you need help managing any aspect of your personal or business finances, we want to hear from you.!

Michelle A. Friedman, CPA, PLLC

8582 Katy Freeway Ste 203, Houston, TX 77024
T: (713) 932-6408
F: (713) 932-6308
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