Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Estate planning is far more complicated and involved than most people realize. If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.

If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.

We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.

Questions you might need help answering…



How does divorce or multiple marriages affect estate planning?



What happens when heirs are too young to inherit?



Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?



How can an inheritance be protected from creditors of an heir?



How can you pass along your estate with the minimum of tax liability involved?



Who needs to be on your estate planning team?



Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?



How will your estate be taken care of in the event that you are incapacitated?



What are the processes for amending your estate plans as your situation changes?



How can you leave money to charities or other organizations?

This is one area where a do-it-yourself mentality might not be to your greatest benefit.

Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.

Let Us Help:

How To Handle Your Griffin Company’s Payroll Taxes

It's no secret that for many people who get in hot water with the IRS, a very common reason is payroll taxes. For many, they aren't filing properly, "assuming" that their bookkeeper is handling it or their payroll software. But that isn't necessarily the case, I'm sad...

Colwell and Pierce LLC’s Three Business Tax Penalties To Avoid When Possible

Let's address an unfortunate reality: As a business owner, you have a greater number of tax reporting obligations than a regular person has. (Of course, you have MANY more tax-savings opportunities as well.) But with those increased obligations comes increased...

Some Small Business Tips Your Griffin Business Should Learn

Today, let's reach for some small business tips you should be taking away from this past season. As Griffin business owners, we always need to be ready to adapt to changing times -- this time around change just happened to come ... faster. So, what should we do about...

Developing Accountability In Your Griffin Business Is Crucial

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The...

Colwell and Pierce LLC’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your Griffin Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher Mike Tyson once said: everyone has a plan until they get punched in the face. What is your plan for exiting your Griffin family business? You need to...

A Few Winning Tips for Controlling Costs in Griffin Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Griffin...

Colwell and Pierce LLC’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my Griffin readers, I'm going to take you down a little rabbit hole...

4 Tips for Griffin Taxpayers Owing the IRS

For many Griffin individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for ways to...

Griffin Taxpayers, The Problem with an Unfiled Tax Return…

The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but...

Ready to schedule an appointment?

Click here to schedule a time to meet with us.