Tax Planning and Preparation
Personal Financial Planning
Individual Retirement Issues
Estate Tax Planning
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T. Dennis Connally Consultant, P.C., CPA helps clients with estate tax planning in the accumulation, conservation, and distribution of wealth in the manner that most efficiently and effectively accomplishes the client's objectives. We emphasize the planning aspect that estate planning is a goal-oriented activity that uses tax minimization tools and techniques to provide the greatest possible financial security for an individual and his/her beneficiaries. Estate planning is a key element of overall financial planning.

Plan ahead so your assets go to your loved ones, not the IRS. Avoid probate, and minimize estate taxes. Receive counseling about wills, trusts, and power of attorney for health care.

Key Benefits

•  Trusts

•  Computing the Federal Estate Tax

•  Administration of an Estate

Medical Expenses

• IRS Forms and Publications

• Georgia Dept. of Revenue Home Page

• Small Business Administration

• Federal Tax Code Online

• 1040 and Other Tax Information Web Site

• QFN Tax Estimator-Estimate your Taxes

In accordance with prevailing tax laws, regulations, and personal circumstances Estate planning is defined as the process of organizing one's property in so that it will pass smoothly to the heirs you choose. Every adult needs a will, and most people also need a durable power of attorney, living will, and letter of instructions .Every stage of your estate planning should be concerned with minimizing inconvenience and legal problems and saving taxes. But the most important goal of estate planning is retaining control over your assets, both during your lifetime and even after death.

Estate Planning Objectives
Minimize the problems and expenses of probate, and avoid potential family conflicts.
Provide your surviving spouse with as much responsibility and flexibility in estate management as desired, consistent with potential tax savings.
Provide for the conservation of your estate and it's effective management following your death or the death of your spouse.
Minimize death taxes as well as income taxes after death.
Avoid leaving your children "too much to soon
Provide for the adequate liquidity to cover taxes and other expenses at death without the necessity of forced sale of assets

This information is not intended for use without professional advice.

DISCLAIMER: "This written advice is not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer."

Copyright 2003 T. Dennis Connally, Consultant, P.C., CPA All Rights Reserved
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