A piece of paper that reads “Estate Planning” with a pen and glasses on top of it in Birmingham.

Why is a CPA Important in My Estate Planning

Estate planning is the process of arranging for the distribution of an individual’s assets and wealth upon their death. Ideally, estate planning is a coordinated effort of a team of professionals such as CPAs, attorneys, and investment advisors. The Key Components While specific components can vary based on your circumstances, it’s important to understand the …

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