The KTLLP estate planning team works closely with attorneys, actuaries, appraisers, insurance agents, investment brokers, etc. to carry out the client’s estate planning strategy and fullfill established estate planning goals. Your Ketel Thorstenson CPA will make professional recommendations for the following services, as your strategy requires:
- Clarifying Estate Planning Goals
- Analyzing the Current Financial Situation
- Preserving Assets
- Reducing Potential Estate Tax Liability
- Providing for Liquidity