Estate Planning & Estate Tax Returns

Leave Your Loved Ones With a Properly Prepared Estate

Leave Your Loved Ones With a Properly Prepared Estate

We provide quality estate planning service in the Vernon, TX and surrounding areas

It can sometimes be difficult to think about, but organizing your estate will help your loved ones when you're gone. Ensure your wishes are met exactly as you wanted them, with our professional estate planning service. Trust Moore, Truelove, Pharis, Meyers & Marsh, CPAs, PLLC to look over the financial planning for your estate in Vernon, TX and surrounding areas.

After your will has been created by a legal entity, it's important to have a certified financial expert look over the details to make sure it will hold up for the future. Our fully trained and certified CPAs have decades of experience to offer in our estate planning service. We will:

  • Review your existing will
  • Calculate your existing estate tax
  • Determine the adequacy of your existing insurance
  • Determine if "gifting" is appropriate, and commend alternative structures
  • Meet with your attorney to discuss/finalize your needs

Gain peace of mind knowing your future is in good hands. Call 940-552-5481 today to schedule an appointment for estate planning service in Vernon, TX and the surrounding areas.

Handle your estate tax properly

Are you the executor of a will? There is a lot of complicated paperwork and tax considerations to ensure you receive all that you should. Moore, Truelove, Pharis, Meyers & Marsh, CPAs offers counsel on your estate tax return in Vernon, TX. We'll make sure it's conducted properly and that all of the financial affairs are in order.

Contact us today for sound advice and filing of on your estate tax return.