Estate and Financial Planning
HLB Gross Collins, P.C. consistently demonstrates integrity, professionalism, and technical ability. Additionally, they adhere to time deadlines, and most of all, display a concern and passion for our best interests.
Curtis A. Pollock Co-COO & J. Bruce Bolick CFO
Regardless of your age or economic situation, proper planning is essential in ensuring your assets will be preserved and distributed according to your intentions. Although death and taxes are inevitable, you can reduce your tax burden with effective planning.
In devising an estate plan it is important that you not lose sight of your overall objectives. Even if you are not an estate planning expert, you are the best person to determine the fate of your assets. Such decisions include the risks you should incur to continue building your estate, the security measures taken to ensure its preservation, the amounts provided for the education of your children, the amounts to be set aside for retirement, and the distribution of your wealth after your death.
Without planning, your assets could be distributed by law in a manner that produces results you never intended. In addition, your estate might be forced to sell the family business or real estate at distressed rates to raise cash to pay federal and state estate taxes.
Why You Need Good Advice
Your desires and objectives for your estate will need to be considered in light of laws and taxes. Careful planning can substantially reduce taxes in most cases, leaving a greater portion of the estate for those whom you wish to receive it. Although the final decisions are yours, the complexities of most estates and the variety of options available require you to seek competent advice.
How HLB Gross Collins, P.C. Can Help You
We can review your assets, project how your estate will grow, and determine the taxes that will be due. We can help you minimize estate taxes through various estate planning strategies.
We can also help you with important non-tax decisions, such as managing assets for your children as minors and young adults. We also have the expertise for any problems you may have with state inheritance taxes and probate considerations.
HLB Gross Collins P.C. develops financial plans that help clients effectively use their assets and income to reach their financial goals. These goals may be related to retirement, education, death, disability, estate planning and insurance and investment planning. Our services include:
- Assessing and analyzing your financial resources
- Identifying the most beneficial strategies
- Developing a comprehensive plan to help you achieve life goals
- Coordinating the plan’s implementation
- Reviewing and revising the plan as needed
As a new client of HLB Gross Collins, we have found ourselves extremely happy and satisfied with the quality of services offered. Their knowledge, follow-up, timeliness, and organization is superior to those I have seen in the past. They understand the value of building relationships with their clients. All questions and inquiries are answered in a timely manner either via email or phone and they are always willing to accommodate urgent requests. I would highly recommend HLB Gross Collins CPA's to any individual or business for their tax preparation, consulting, and business needs. We look forward to a continued relationship!
Timothy Baptist Church, Inc.
HLB Gross Collins has been an outstanding partner for our business for over 15 years. Wayne Gilmore and the partners and staff at HLB Gross Collins have supported our multi-national business tax and advice needs effectively and efficiently. Whether evaluating the tax and business consequences of an international or domestic job or completing the inevitable paperwork and tax returns required, HLB Gross Collins always provides the support we need. I highly recommend HLB Gross Collins to any business.
Steven R. Baardson, CFO & General Counsel
TransGlobal Energy, Inc.