Kelley Galloway Smith Goolsby, PSC
Certified Public Accountants and Advisors

Estate Planning

Estate Planning

Nobody likes to think about their death. However, by planning ahead, you can make sure that all your requests are honored.  An estate plan is a way to do just that.  It documents the financial and administrative details surrounding your death.  It states your wishes as it relates to handling your assets, funeral and burial arrangements, and business affairs.  Furthermore, an estate plan addresses your medical and legal arrangements should you become incapacitated in any way.

There are many benefits to having a well-crafted estate plan.  It allows you to provide for your loved ones such as a spouse, minor children, and other dependents by protecting your assets and ensuring they go to your chosen beneficiaries. Additionally, it eases the stress and burden put on your loved ones at such a distressing time.  Having an estate plan also reduces the amount of time and assets wasted towards probate, contests for assets, creditor claims, and taxes.

Why have your CPA involved in your estate planning?

Kelley Galloway Smith Goolsby, PSC (KGSG) can work in conjunction with other advisors, such as your attorney and financial advisor, to handle the financial aspect of your estate plan.  It makes sense since we already review your financial information on a regular basis, we can easily ensure the implementation and monitoring of your plan.

We have expertise in various estate planning strategies, including family limited partnerships, grantor retained annuity trusts, charitable trusts, qualified personal residence trusts, and charitable gift annuities.  Our professional’s depth of knowledge and experience, combined with our level of personalized service, makes KGSG a smart choice in helping you craft some of the most important documents you will ever complete.

Estate Planning Services

  • Asset Protection
  • Charitable Giving
  • Estate and Trust Tax Planning
  • Fiduciary Income Tax Return Preparation
  • Gift Planning
  • Monitoring Plan Goals
  • Post-Mortem Estate Planning
  • Trust Planning
  • Wealth Transfer and Asset Preservation

Related Services

  • Financial Advisory Services
  • Life Insurance Reviews
  • Retirement Planning
  • Succession Planning

For more information about the estate planning services we provide, please contact Michael Robinson, Geoffrey Griffith or David Bradley.