PERSONAL FINANCIAL STATEMENTS

Living WillYour bank or other financial lending institution often requires personal financial statements. Banking regulations require that your tax return and personal financial statement be on file for all loans.
A personal financial statement can also be helpful in estate planning. Today’s tax laws are complex and a professional help insure that the largest part of your assets are passed on to your heirs, not the government in taxes.

We would be happy to assist you with the preparation of these documents.