Best Certified Public Accountants in Bristol, PA

A common estate planning pitfall is not properly coordinating all aspects of your plan. Typically, there are several moving parts to an estate plan, including a will, a power of attorney, trusts, retirement plan accounts and life insurance policies. Don’t look at each one in a vacuum. Even though they have different objectives, consider them components that should be coordinated within your overall plan. For instance, you may want to arrange to take distributions from investments (including securities, retirement plans, and traditional and Roth IR As) in a way that preserves more wealth. Contact us for assistance to help ensure you’ve covered all the estate planning bases.