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:
“We started with Philip DeShong, CPA years ago. His credo when presented with “Doom and Gloom” anguish over some accounting problem was always met with “It’s going to be all right” spoken in his soft voice. It was always “All Right” after he attended to the problem. Thankfully it continues to be all right with Stanley “Chip” Majors, CPA. We appreciate this firm and its employees for their thorough watchfulness over our business.”
— Gene N. Barry, M.D., P.A
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