Estate Planning

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.