Proactive estate planning is essential to ensure your assets are transferred to your heirs effectively. Wathen, DeShong & Juncker, L.L.P. can help you navigate the complex and shifting tax laws to help facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Our professionals will work with you to review your current financial situation and gain a thorough understanding of your goals. Together we will analyze your information and determine the best strategy to create an estate plan you are comfortable with, while minimizing estate taxes and administrative costs. As your personal situation changes or new tax laws are implemented, we can meet with you to monitor, review and update your plan.
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From our clients:
“As a non-profit organization, things can be a bit confusing when it comes to financial issues – the accountants of Wathen, DeShong & Juncker, L.L.P. have been a wonderful tool for us. They are readily available to answer questions and answer them in a way the average layperson can understand. Each time I call, I have their undivided attention and they follow through until my situation has been resolved. The office staff is friendly, courteous and very accommodating which in today’s world is a welcome experience. They go above and beyond in customer service – many times offering solutions before I even know I need them.”
— Jeanette Harvey, Partnership Coordinator
KLBT 88.1 FM -
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