At McMullan we help you maintain your wealth and plan for your future and that of your heirs. We specialize in formation and management of all Family Trusts.
ESTATE PLANNING & WEALTH PRESERVATION
The reasons vary, but when people come to McMullan CPAs to talk about their financial goals, they usually have a couple of things in mind: hanging on to more of their wealth at tax time, and learning how to structure what they have for their own future and their heirs.
McMullan’s team of experienced CPAs believe in responsible strategies that focus on a long term view. We help you plan for taxes, but we can also go far beyond that to help protect your wealth through prudent estate planning, the creation of trusts that protect your legacy, and guidance on how to use your money today so you can count on having it tomorrow.
PLANNING & PROTECTING
At McMullan, we know that when it comes to protecting what’s yours, the biggest competitor your heirs and beneficiaries will face is US tax law. To ensure that your estate is handled fairly and properly, we walk you through all the questions that need to be asked in order to develop a comprehensive plan, long-term plan.
- We’ll work with your attorney, or refer you to trusted legal counsel if you prefer.
- Create the contractual and legal framework that can reduce the taxable value of your estate, direct gifts as you see fit.
This will give you the peace of mind that comes from knowing your loved ones will be taken care of for the future.
When it comes to protecting the legacy you’ve built, you deserve partners who understand the importance of sound planning that preserves all that you have accomplished. Here’s how we help:
- Structuring your estate properly.
- Bequeathing cash and assets to family, loved ones, and favored charities or institutions and not losing it to the IRS.
- Estate planning strategies – We provide periodic review of your plan to adjust it accordingly as your circumstances change throughout your life to protect your assets.
Many families’ estate plans include business interests whose succession planning, or plans for sale or divestment, must be included to produce a robust, reliable estate planning package. For more than 40 years, McMullan CPAs has been helping ensure that families of all types have the best in estate planning. Trust our team to preserve your wealth, protect your legacy and help you and your family keep more of what you earn.
TRUSTS
When it comes to estate planning, trusts are an essential financial tool that can offer a number of advantages to your estate and your heirs. At McMullan CPAs, we’ve helped clients establish trusts that reflect their wishes and protect their assets for more than 40 years. Count on us to create durable, reliable financial tools that let you direct your assets as you see fit.
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!