Estate planning can be defined as the processes of organizing one's property in so that it will pass smoothly to the heirs you choose. Every stage of your estate planning should be concerned with minimizing inconvenience and legal problems and saving taxes. But the most important goal of estate planning is retaining control over your assets, both during your lifetime and even after death.


In M & R CPA Services, PSC we help clients with estate planning in the accumulation, conservation, and distribution of wealth in the manner that most efficiently and effectively accomplishes the client's objectives. We emphasize the planning aspect that estate planning is a goal-oriented activity that uses tax minimization tools and techniques to provide the greatest possible financial security for an individual and his/her beneficiaries. We are also engaged in preparing the estate and trust tax returns as well as the administration of estates.

estate tax 

Estate planning is a key element of overall financial planning. Plan ahead so your assets go to your loved ones, not the Treasury Department. Avoid probate and courts, and minimize estate taxes. Receive counseling about wills, trusts, and power of attorney for health care. Our firm helps clients to set up trusts.

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