Fenner, Melstrom & Dooling PLC
Accountants who think like business owners.
We are your strategists, advisors and confidants.
We treat your business like our own: spending time at your facilities, participating in your planning and assigning senior professionals to guide you.
Our ultimate goal is to help you make more money. Working with us, you will learn to increase earnings and keep more for yourself.
I Have a Will So My Estate Planning Bases Must be Covered!
Many successful people who have accumulated a sizable estate through their hard work believe that having a will adequately provides for the distribution of their estate upon their death. In certain very limited situations this may be true. However, more often than not, a will should only be the tip of the iceberg. Oftentimes, the will was drawn up when they were starting out and now their estate has grown to a point where the will is inadequate and provides a very inefficient mechanism for passing on their accumulated wealth.
As an individual’s estate grows and becomes more complex, the disposition of their estate solely through the terms of a will generally will involve a lengthy (and expensive) probate process where the courts get involved and much of what happens becomes public record. If you would prefer a more private process, the use of trusts should be considered...