Preserving and Transferring Wealth: Conclusion

DT OnLine Home Preserving WealthConclusion
Next | Previous | Search | Preserving Wealth Contents

Chapter 11
Conclusion
Preserving and Transferring Wealth

state planning, as you can see, is an important and highly complex project. It requires a great deal of thought by the property owner as well as by a skilled professional adviser. A certified public accountant is invaluable to your estate planning decisions and plan implementation and can review legal documents drafted by your attorney.

Estate planning is for everyone. Proper lifetime planning can assure the orderly transfer of the maximum amounts of assets to beneficiaries with the least possible depletion by taxes. It is the means by which an estate owner can preserve wealth that he or she has worked hard to accumulate.

The tax professionals at Deloitte & Touche llp are skilled in estate planning and are ready to discuss your estate planning needs now. Please give us a call. We are ready and willing to serve you.

National Industry Specialists:

Larry C. Rabun, Partner	Laura H. Peebles, Director
Deloitte & Touche LLP	Deloitte & Touche LLP
Suite 500	Suite 500
555 12th Street, NW	555 12th Street, NW
Washington, DC 20004	Washington, DC 20004
Telephone: (202) 879-5383	Telephone: (202) 879-5320

Next: Important legislation -->

Disclaimer: This guide is not intended to be a substitute for specific individual tax, legal, or investment planning advice, as certain of the described considerations will not be the same for every taxpayer or investor. Accordingly, where specific advice is necessary or appropriate, consultation with a competent professional adviser is strongly recommended.