Trust and Estate Planning

An estate plan plays a central role in safeguarding wealth for high net worth individuals and Dental Professionals. As experienced CPAs and financial professionals, we specialize in creating estate plans to protect wealth. We employ a number of proven tax planning strategies so your beneficiaries are minimally taxed on your assets and the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we’ll tailor it to your desires, time frame, and financial situation to ensure it’s a true reflection of your goals.

Core Advisors, Ltd is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while securing assets for their beneficiaries.

Estate Planning Services for Dental Professionals

Our CPA Firm is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at (803) 941-4440 for an initial consultation. Together we'll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.

• Review of estate planning documents
• Trust planning
• Family wealth transfer planning
• Education planning
• Estate tax liability analysis and strategies
• Philanthropic gift strategies
• Family gifting strategies
• Document and asset titling reviews in consultation with legal counsel