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:
“It has been my pleasure to have worked extensively over the past 20 months with Michael Kiefer of Wathen, DeShong & Juncker, L.L.P. I was appointed the Independent Executrix and Sole Trustee of a relatively complex estate. Upon the death of the estate owner, it fell on me to liquidate all assets and distribute all proceeds to several non-profit institutions. Of course the tax returns for the individual and the estate had to be filed as well. Michael took the entire burden off my shoulders, making my job so much easier.”
— Eileen Garrett
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