Estate Planning

Because of my background as a Louisiana attorney*, I am in an especially good position to give you tax advice on your estate planning issues. As a lawyer in Louisiana*, I have had many years of experience in the following:

  • Will advice, preparation, and litigation
  • Trust advice, preparation, and litigation
  • Life insurance trusts
  • Special needs trusts
  • Marital and unified credit trust planning
  • Estate tax returns
  • Fiduciary income tax returns

This experience makes me well-equipped as a CPA* to assist my clients. I can help you in just about any capacity you wish, short of preparing the documents of course. I do have attorneys I work with who can prepare those documents – but I can be there every step of the way to coordinate the process and make sure it gets done and in a manner that minimizes estate taxes.

Don’t take a chance – call for your initial consultation today!

504-250-9900

 

*DISCLAIMER: George A. Watson, II, CPA, PA is a firm licensed by the North Carolina State Board of CPA Examiners. Mr. Watson is employed by that firm and is licensed as a North Carolina CPA (Licensee No. 18984). Mr. Watson is not a North Carolina attorney. The content of this website is not intended as specific advice. Each client’s situation is different, and advice can only be provided at an in-person consultation.