We help you
ensure that your legacy is passed on to the next generation.
Proper estate
planning helps ensure that only your intended heirs benefit from your
estate. On the other hand, failing to plan properly may be costly. Estate
taxes and administrative costs can consume a lifetime of hard work and
careful saving, leaving little to pass on to your heirs.
The professionals at
Squire and Company can help you organize and plan for the transfer of your
assets, maximizing the amount your heirs receive while minimizing taxes
and related expenses.
If you are currently
a Squire and Company client, our one-to-one relationship with you means we
are already familiar with your financial information and details regarding
your business interests. If you haven't worked with us previously, you
will be pleasantly surprised at the valuable benefits of establishing a
relationship with Squire and Company.
Our Training Never Ends
Every Squire and Company estate planning specialist has a solid base of
financial experience, complemented by in-depth training in specific areas
of financial, tax and estate planning. Combined with our innovative
thinking, this broad-based experience enables us to help you significantly
reduce taxes and protect your legacy.
Estate planning is a
structured process that includes -
- Data accumulation
and goal-setting
- Analysis and
recommendations
- Implementation
- Periodic
monitoring and review
We guide you through
each step to organize your assets and establish a well-conceived plan for
their eventual transfer to your heirs.
Data Accumulation
and Goal-Setting
The first step in the Squire and Company estate planning process is a
thorough review of your current financial situation and a determination of
your personal goals.
We ask you to
provide this information to us by means of a detailed questionnaire and
personal interviews. Our discussions with you will center on your family
structure, your personal philosophy, values and objectives. Of course, all
information you share with us will be kept highly confidential.
Analysis and
Recommendations
After fact-finding, your Squire and Company professional analyzes and
evaluates your information. Our role is to provide financial and tax
analysis. It's up to you to make the implementation decisions with which
you're most comfortable.
Implementation
After you and your Squire and Company professional have reviewed the plan
document and determined the direction that best fits your personal
situation and desires, meetings will be scheduled with your attorney and
your investment, insurance and other advisors.
Your Squire and
Company estate planning specialist will take an active role in managing
the implementation process to assure that all necessary steps are taken by
the appropriate professionals.
Periodic
Monitoring and Review
With tax laws constantly changing, it's vital to review your estate plan
periodically. We will meet with you on a regularly scheduled basis to
monitor your plan and revise it as needed. Because your plan is customized
to you and your specific circumstances, revisions can be made easily to
reflect changes in the economy, tax regulations or your personal
situation.
Other Tax Consulting Services
Complete your tax planning needs with these services from Squire and
Company -
-
Tax Planning - Squire and Company's
tax specialists will work with you to help you minimize tax expenses
associated with wealth building, preservation and transfer.
- Succession
Planning - We help ensure a smooth transition of a closely held or
family-owned business between generations, making sure that your
decisions coordinate with your retirement and estate planning goals.
Squire Investment Management
While your Squire and Company professional is assisting with your tax
planning needs, it may be an excellent time to address other financial
planning issues. Our specialists with Squire Investment Management Company
(SIMCO) can provide the help you need with our comprehensive planning
services -
- Financial
Planning - Squire and Company financial experts help you determine
your net worth and establish objectives. Then we design and implement a
long-term financial strategy that's right for your situation.
- Retirement
Planning
- We
work with you to integrate your tax and financial planning with your
long-term plans for retirement. This comprehensive approach helps assure
that you have adequate funds to maintain your lifestyle during your
retirement years.
- Asset
Management
- We provide an integrated approach to financial planning, investment
services, and management of your portfolio.
-
Employee Benefits
- We provide consulting, document, plan administration, and
accounting/recordkeeping services for all types of qualified employee
benefit plans. In addition, we can provide complete investment services,
making this truly a complete solution for your organization.
-
Insurance Services
- Through our insurance professionals at Squire and Company Financial
Services, we provide an objective analysis of your current life
insurance policies. We work with you to ensure your current programs are
up-to-date and appropriate for your needs.
Our Squire and
Company Financial Services specialists would be happy to show you how each
of these specialized services can be of particular value to you in your
own financial planning.
Let's Discuss Your Planning Needs
We would be happy to show you how our estate planning services can be of
particular value to you in your own personal financial planning. For more
information about these services, call our office.
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