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Herbein + Company, Inc.

Family of Four

Estate and Retirement Planning

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Estate and Retirement Planning

Herbein + Company, Inc.’s Estate Planning team is comprised of dedicated professionals that have extensive knowledge of the estate tax area and practice closely with estate planning attorneys and other professionals to help you achieve your personal goals and objectives.

Over the next 40 years, more than $40 trillion will change hands in the United States from one generation to the next. If you do not have a plan, you should begin preliminary discussions regarding estate planning. Existing estate plans should be reviewed regularly to ensure the plan continues to fit your current goals. Each estate planning project is tailored to specific circumstances.

Estate planning is an on-going process that minimizes exposure to taxes, probate, and other administrative expenses while maximizing the assets your family has accumulated over many years of hard work and planning.

Estate Planning engagements consider many issues including:

Contact

Jayne R. Schaeffer, CPA/PFS – Reading, PA