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Estate & Tax Planning

Planning ahead is good business.

Few people relish the idea of estate planning or filing a final tax return, but wouldn’t you rather decide, now, how and where your assets will be distributed? Wouldn’t you like to keep taxes from diminishing what you leave to others?

When putting together an estate plan or completing a final tax return, you must be mindful of both federal and state laws governing estates. Taking account of your assets and documenting a final plan is the smart thing to do so you and loved ones are prepared when the time comes.

 

Let Mattson & Pedersen Accounting give you the peace of mind
that comes with accurate estate and tax planning.
Call for an appointment today.

715-395-1832