TRUSTS & TRUST SERVICES
You want to ensure that your family’s assets are protected. It’s important that the wealth you, or a family member, have already generated can continue to grow and support future generations. Also you want to support the charities that are important to you.
We also provide these other services:
- Review of wills, codicils and trust instruments
- Use of life insurance, annuities and long term care insurance
- Asset protection techniques
- Health care proxies
- Powers of attorney
- Selection of trustees, executors and beneficiaries
- Maximizing the value of IRAs and other retirement plans
We have been Atlanta’s premier trust adviser for decades. Trusts are fiduciary instruments that allow you to transfer cash and assets out of your estate, under the guidance of a fiduciary. There are many ways to structure a trust. Each has particular benefits, whether to protect your assets, remove the potential life insurance proceeds from your estate or to provide for the care of a special needs child. Each situation is unique and requires a consultant with a thorough understanding of trust creation, tax ramifications and overall benefits.
TRUST CONSULTING
Trusts can play many roles in estate planning and it’s important to have a clear understanding of what your goals are before attempting to establish instruments like trusts. At McMullan CPAs, we provide strategic advice to our clients as they develop long term plans for the distribution of their wealth. We listen, ask questions, and then help you evaluate the options.
Let McMullan CPAs help you protect what you cherish most!
