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:
“Wathen, DeShong & Juncker, L.L.P. is like an employee on my payroll that I do not have to provide benefits or a desk for. They accommodate my needs of bookkeeping assistance, preparation of Form 990, payroll services and IT assistance all at a very affordable price. No matter how busy WDJ is when I call, they are prompt in responding to my needs as if I were their only customer. Their staff is very knowledgeable, friendly, supportive and enjoyable. You never have a silly question when approaching WDJ. I feel that my operation is much smoother because of WDJ.”
— Marion Tanner, Executive Director
Garth House, Mickey Mehaffy Children's Advocacy Program, Inc. -
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