We can assist with your trust and estate and financial planning needs. Our staff and network of skilled professionals can help you plan your family’s financial future responsibly and grow your wealth. Our team will coordinate with your personal financial planners, investment advisors, and other outside advisors.
Private Client Services
We work closely with them to develop a strategy that builds wealth and protects you and your loved ones, no matter the curveballs that life may offer.
Areas where we can help include trust and estate, financial planning.
Trust and Estate
The right trust and estate plan will ensure your assets will be distributed per the applicable law and regulations. We’ll
- Reduce additional emotional stress on the surviving loved ones
- Ensure your assets are distributed to your beneficiaries with proper planning.
Aimlon CPA’s staff and its network of skilled professionals can help you with legally sound and sustainable trust and estate plans to ensure that your assets will be preserved and distributed per your goals and desires.
We also have experience assisting fiduciaries, or trusts and attorneys in connection to trust and estate accounting, taxation, and administration, including:
- Assisting administrators, executors, and trustees with fiduciary accounting (e.g., accounting for proceedings sheet) and financial statement preparation (e.g., schedule of principal and income, supporting documents)
- Estate, gift, and charitable tax planning
- Preparation of U.S. income tax return for estate and trusts
- Assisting fiduciaries, beneficiaries, and attorneys with the trust and estate administration (e.g., fiduciaries commission calculation)
- Representing taxpayers and fiduciaries in estate and gift tax audits
Financial planning
Life is unpredictable – having a sound financial plan will help weather the storms. The Aimlon CPA team will help you create a sound plan. We will help you achieve your financial goals and take control of your financial situation.
Specifically, we will:
- Provide improved effectiveness in obtaining, using, and protecting your financial resources throughout your lifetime
- Avoid excessive debt, bankruptcy, and dependence on others for economic security
Financial planning is about more than the numbers. Our financial planning approach is a six-step method:
- Determine your current financial picture by looking at income stream, savings, living expenses, and debts reimbursement
- Develop your financial goals
- Identify the alternative courses of action
- Evaluate the alternatives courses of action, taking into account your life situation, personal values, and current economic conditions
- Create and implement a financial plan of action
- Reevaluate and revise the plan as needed to achieve your financial satisfaction
Real life example: I would like to plan my family’s financial future. Can you help?
Our Team of professionals will help you develop a strategy to:
- Save enough money for retirement by identifying your retirement goals and analyzing your retirement income source
- Pay for your children’s college education by developing a saving plan tailored to your financial situation
- Protect yourself and your loved ones by preserving your ability to earn an income should you become too ill to work, injured, and unable to work