Don’t wait to divide your assets according to your will—act now to evaluate your current assets and devise a strategy to transfer certain assets during your lifetime directly to family members or in trust. Make the current tax law and cases work for you instead of against you. Devising a wealth transfer (estate) plan is an ongoing, evolving process and should not be left to simply writing a will and dividing up the property. We will work with your advisors—legal counsel, personal CFO, brokers and others—to create a plan that helps you control the disposition of your wealth.
What will you need to have your tax return professionally prepared by D.T. Moore and Company?? Call for an appointment or conveniently drop off your documents!
D.T. Moore & Company is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.
Take a moment to look around our new...