Estate Planning

Attempting estate planning on your own can often lead to more questions than answers. The list of concerns can seem endless: taxes, probate, accurate appraisals, health care, life insurance, retirement plans, and burial costs to name a few. Not knowing your legal and financial rights often ends up costing you more in the end. 

We can help.

Each estate planning situation is different. For us to best assist you, we want to know about you and your unique situation. We can offer discussion and recommendations to help simplify your planning. AKA will work with you and your other advisors through the process to help answer questions and assess your alternatives.

Let us help you:

  • Clearly define your estate planning goals
  • Organize your estate planning team
  • Evaluate and recommend estate planning options
  • Organize your estate planning documents including wills, trusts, health care and power of attorney
  • Advise on strategies to lessen taxes at time of death
  • Develop a plan for conserving and managing your estate after death
  • Amend your plan as needed

We can also assist with:

  • Lifetime family wealth transfers
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Living wills and trusts
  • Preparation for estate and trust tax issues

If you'd like more information about our estate planning services please complete this form to setup a consultation.

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Get In Touch

At Albero, Kupferman & Associates, we've been serving the accounting needs of WILMINGTON, DE and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily set up your initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

HOURS:
Mon-Fri           8:30AM — 5:00PM
Saturday         9:00AM — 2:00PM
Sunday            Closed

Albero, Kupferman & Associates

1701 SHALLCROSS AVENUE SUITE D,
WILMINGTON, DE 19806
T: (302) 230-7171
F: (302) 472-1700
E: info@aka-cpa.com

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