Serving Clients throughout the U.S. and Internationally

Estate Planning

Plan for Your Estate Tax Now

The full-service financial consulting firm of Connally, Jordan & Associates, P.C., CPA understands the importance of estate tax planning. Our estate tax planning services are designed to minimize legal issues, inconveniences, and to save taxes. Our team focuses on the accumulation, conservation, and distribution of property, wealth, and assets.

We work with our clients to ensure that your inheritance can smoothly be passed on to the beneficiaries of your choice. When our metro Atlanta based clients choose us to help plan their estates, we utilize tax minimization techniques to ensure that you receive the greatest possible financial security for you and your heirs.

The following are some of the many benefits of estate tax planning:

  • Minimizes death and income taxes after death
  • Provides for the conservation of your estate
  • Minimizes the problems and expenses of probate
  • Prevents leaving your children with too much too soon
  • Ensures that assets and policies are titled appropriately and that estate planning vehicles are properly funded.

Protect your assets and your loved ones, by calling Connally, Jordan & Associates, P.C., CPA at (770) 920-2890.