Estate Services

At David Duffy, CPA & Company, PLLC, the estate services we provide start with the planning for the orderly distribution of an individualís assets.  This process reviews lifetime planning considerations through the use of gifts, trusts, or methods of ownership.  The process in which maximizes the estate services available is through various steps which include:  meeting with our clients to learn goals and objectives, reviewing current wills and trusts to determine if goals and objectives are met, gathering financial data concerning assets, liabilities, expected inheritances, and anticipated obligations, projecting estate taxes and assess liquidity needs for family obligations and taxes, and lastly, developing a comprehensive plan and revisiting as circumstances change significantly or on a timely basis. 

  

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