Estate Planning & Administration Services

Estate planning is necessary in the overall tax planning strategy for the present and future. It can be emotional, but if addressed sooner than later, it will prevent financial loss and emotional distress. Proper planning will minimize state tax.

During the planning process, Bailey & Utley assesses the multiple impacts of estate taxes, income taxes, and property taxes on an estate and suggests strategies to minimize the taxes your heirs will inherit based upon your wishes.

Most people underestimate how financially complex their lives have become until they sit down to organize their affairs through the estate planning process. Bailey & Utley can assist you in this process and help you understand and organize your financial affairs in an efficient and productive manner. If proper planning is done, it minimizes the emotional distress.