Have You Heard About KROST’s Will & Trust Asset Legacy Planner?
We understand the difficulty when losing a loved one. We want to help ease the burden for you and make the transition as seamless as possible. Therefore, we created a guidebook to help prepare your family members, beneficiaries, and trustees. KROST’s Will & Trust Asset Legacy Planner compiles all the crucial details of your accounts and post-obituary plans into one interactive workbook. Your loved ones will have easy access to the information they need in preparation for when the time comes. This will spare them a lot of confusion and grant them some peace of mind during the grievance period.
We are here to help every step of the way when starting your estate planning. Here are some questions and concerns you should address with our attorney and Certified Public Accountants:
- Difference between a will and trust, and choosing which one works best for your needs
- Selecting your trustees, beneficiaries, and executors
- Tangible vs. intangible assets
- Gathering important documents, including financial, medical, insurance, and social media accounts
- Process of distributing your assets to beneficiaries
- Funeral arrangements
- Estate tax responsibilities
- State law and how it will take effect if there is no will
Douglas A. Venturelli, Esq. and Richard Umanoff, CPA, MBA, have over 90 years combined experience in Estate & Gift, Trust and Probate. They created this guidebook after seeing first-hand how difficult this process can be for individuals and their beneficiaries who do not have a plan and are left with an overwhelming amount of information to comb through.
We are offering a free preview of the planner for download.
Contact us for a free consultation to assess your situation and gain full access to the book.
There is no better time to start, and it is never too early.
About KROST’s Estate & Gift, Trust and Probate Services
Our estate planning team assists with the transition of family wealth and estate succession. Our team of experts has over 90 years of combined experience working with family-owned and privately held companies, as well as high-net-worth individuals. Our primary goal is to assist individuals and their attorneys to effectively transfer wealth while minimizing unnecessary estate, gift, and generation-skipping taxes. In addition, we can coordinate all of your Trust, probate, and estate planning needs to ensure a smooth transition while minimizing emotional, tax, and administrative burdens.
Get Free Download of KROST Will & Trust Asset Legacy Planner
About the Experts
Douglas A. Venturelli, Esq., Principal
Tax, Estate & Gift, Trust and Probate, Sports & Entertainment
Douglas A. Venturelli is an Estate & Gift, Trust and Probate Principal at KROST. He has over 45 years of experience in tax, estate, and business services. His main focus is federal estate and gift taxes. Doug consults with clients in the entertainment, legal, real estate, and medical industries. » Full Bio
Richard Umanoff, CPA, MBA, Principal
Tax, Estate & Gift, Trust and Probate
Richard Umanoff is an Estate & Gift, Trust and Probate Principal at KROST. Richard’s career spans over 45 years, with a concentration in taxation. His primary emphasis is estate and trust tax compliance, planning, estate administration, and probate court accounting. Richard currently serves in the role of trustee for numerous clients. » Full Bio
So Sum Lee, CPA, Principal
Tax, Real Estate, Hospitality, Estate & Gift, Trust and Probate
So Sum Lee is a Tax Principal at KROST. So Sum has over 25 years of experience in public accounting and has a wide range of experience in Taxation, as well as servicing high-net-worth clients. So Sum’s area of expertise includes industries such as wholesale, real estate investments, and restaurants. » Full Bio