Estate Planning

As individuals it is very natural to avoid planning for emergencies - particularly when the planning involves a serious accident or possibly death. However, writing a will and purchasing insurance are essential to assist families in times of crisis, as is having a clear Estate Plan. An estate plan provides clear direction on financial, tax, and business issues should an individual become incapacitated or die.

Whether a client is a sole income earner for a young family or a retired individual it is important to assess tax implications and provide clear directions for distributing assets, investments, and address circumstances that may cause friction in an already challenging situation. Blackfish's Certified Management Accountants (CMA's) take a team approach to developing a sound estate plan and will consult with other professional advisors - lawyers, financial advisors, insurance, and bankers - to ensure a comprehensive Estate Plan is in place.

Blackfish Accounting™ understands that personal service helps clients succeed. As such Blackfish has implemented the Blackfish Accounting™ Advantage service policies that ensure each clients’ unique needs are met.

A Blackfish Accounting™ team member belongs to the Society of Trust and Estate Practitioners (STEP) and this provides Blackfish partners with current and practical estate and tax planning tools. To learn more about how Blackfish's team of professional accountants can help create an estate plan to ease tough times, phone or send an email.