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Trust and Estate
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Achieve Your Financial Goals By Planning
For The Future
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Trust and Estate
Consider Business Interests And Personal Assets
A properly designed estate plan addresses both business interests and personal assets. Our trust and estate planning professionals work with business owners to develop succession plans, plan charitable giving, and minimize taxes.
Whether you’re starting from scratch or need help updating your estate plan to meet current needs, we can help.
A Legacy For Future Generations
Trusts are a valuable tool in any estate plan. They ensure privacy as trusts typically don’t have to go through the probate process or become a part of public record.
Properly structured trusts also provide tax benefits by sheltering your assets from estate taxes after death. This can ensure that your hard work will benefit multiple generations.
Meet Your Philanthropic Goals
Our team of professionals can help you develop a plan that will best carry out your charitable wishes, whether through direct gifts, donor-advised funds, charitable remainder trusts, or a private foundation.
With our team on your side, you’ll be able to contribute to a favorite organization or institution while ensuring you have the income needed during your lifetime.
Prepare For The Unexpected
An essential aspect of estate planning includes providing your loved ones with guidance about your wishes in case you become incapacitated.
Without such plans, family members often face time-consuming and stressful hurdles while managing your financial affairs or making medical decisions on your behalf. Proper planning ensures that your best interests are served while minimizing the burden on your loved ones.
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We collaborate with some of the top thought leaders in the accounting and finance world to bring you useful insights for every stage of your financial journey.
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Why Ace
Cloud Hosting?
Ace Cloud Hosting gives you access to professionals with expertise that goes way beyond a basic last will and testament to include powers of attorney, business succession planning, and preparation of gift and estate tax returns.
Minimized Tax Burden
Our team’s in-depth knowledge of tax law ensures your estate plan considers the tax implications of every decision.
Ongoing Guidance
With our help, you can make informed decisions now and get help making modifications in the future.
Scalable Options
As your needs change, our team of professionals is always ready to help where needed.
Customer Service
Our team of experts offers one-on-one service when you need it, over chat, call, or email.
An Industry Leader
Our company has been a trusted name in the accounting industry for over a 14+ years of experience and has received numerous awards.
Data Security
We provide a secure environment to ensure seamless continuity and absolute confidentiality.
