Estate Planning
You spend your life building your legacy – one that you’d like to see passed down to the next generation of your loved ones when the time comes. So it’s important to safeguard that legacy from excessive taxes, legal entanglements and other complications.
This is estate planning. And it doesn’t have to wait, even if retirement, remarriage or other later-in-life changes aren’t in sight for you just yet. An outdated trust or unresolved issues can make a sensitive time even more difficult.
By starting now, you can relax knowing that the details are ironed out and your family is in good hands.
Efficiency… and Empathy
At James Moore, we understand that estate planning isn’t just about dividing assets. It’s about understanding your life and your relationships with loved ones. Through the long-term relationship your CPA develops with you, we can better understand the nuances of your family dynamics – allowing us to balance the emotions at hand with the complexities of tax laws, business valuations, strengths and weaknesses of your beneficiaries, and other important details.
The CPA professionals at James Moore have helped families make sense of estate planning since 1964. We work with your financial advisory, attorney and other professionals by contributing our expertise in the constantly-changing tax codes, valuation discounts, credits, deductions and more. With this team approach, we’ll help you get – and give – the most out of your estate.
Be it your home, your business, investments or other assets, we’ll ensure that your legacy is handled as you and your family wish.
Featured Articles on Estate Planning & Wealth Management
Mastering Tax-Efficient Investing: Strategies to Maximize Your Wealth
When you’re investing, it’s easy to focus on returns and overlook something equally important —…
5 Tax-Planning Tips for Retirement
It’s a common misconception about retirement: your tax bills shrink, your returns become simpler and…
Oops, You Overfunded Your 529 Plan!
Some might consider it a good problem to have: saving too much money for college….
Are Your Business and Assets Protected?
As a business owner, you face risks in building and growing the business. Risk comes…
Managing Your Retirement Plan: The Challenges of Regulatory Compliance
Retirement plan sponsors face greater challenges today than ever before. Regulatory scrutiny is on the…
Estate Planning, Gift Taxes and the Election: What You Need to Know
Amid election uncertainty, many people find themselves worried about how to plan for the future….
"Beyond their technical expertise, what really sets James Moore apart is their genuine interest in our long-term success. As we plan for the future, they have been valuable advisors in our estate planning efforts. Having a trusted partner who understands our complete financial picture is priceless."
Paul Holub, President
Holub Development Co.
Be the First to Hear.
Sign up for our newsletter and have it delivered to your inbox, so you don’t miss a thing.
Christie Renaker
Tax Manager
Christie Renaker is a manager in our tax department with nearly a decade of accounting and tax experience. She specializes in complex tax returns for high-net-worth individuals and their closely held businesses, with a strong focus on identifying tax-saving strategies and maximizing deductions and credits. Known for her sharp attention to detail, Christie also reviews returns prepared by other team members and provides them with ongoing training and guidance to support their growth.
As a member of both our Individual Estate & Trust Tax Team and our Real Estate Services Team, Christie brings a broad perspective to her work. She also leverages her prior roles in the healthcare and insurance industries to better understand the operational and regulatory challenges our healthcare clients face.