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.