You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for life’s inevitability. Many people prefer not to focus on their own mortality while others simply do not believe they’re wealthy enough to have to worry about estate and gift taxes. In either case, neglecting to plan can be a huge mistake.
Successful wealth and asset management should protect your inheritors from common mistakes that can come from mismanagement of taxation and trusts and provide them with enough flexibility to ensure they have access to assets when they need it most.
Our Team recognizes that every estate is structured and designed uniquely. Our professionals will work closely with you to make sure that your estate is managed and administered to the specific needs of you and your family.
Our team will work side-by-side with you and your family to develop a wealth plan tailored to your unique circumstances. We work closely with you and other service providers to create a game plan that will protect your assets from significant loss due to estate taxes.
Our services include:
Protecting your assets throughout every stage of life could offer a variety of benefits. As such developing an estate plan could effectively:
Trust and Estate Administration
Witt Consulting’s trust and estate services go beyond just planning as our professionals also assist and guide clients throughout the estate administration process, which could be daunting based on the complexity of the estate and applicable law. Our team provides advice and support on federal and state estate, gift and income tax issues that affect the estate or trust and its beneficiaries. We work with the surviving family members to:
Give us a call.
Our Four Imperatives
1. Individualized Service
At Witt Consulting Inc, we've been serving the accounting needs of Corvallis, OR 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. Or you can call our office to schedule an appointment.
Thank you for visiting. We look forward to working together!