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Build Your Advisory Dream Team

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As financial and tax matters become increasingly complex, certain professionals offer skills and expertise to assist you in formulating your estate plans. The best way to find qualified professionals is to ask family and friends in your area for references. Here is a list of experts and their roles.
  • A certified public accountant who specializes in tax matters can analyze the tax impact of estate plans.
  • A financial advisor or life insurance professional offers advice on ways life insurance can build your estate and provide the liquid funds needed for estate taxes or a business buyout agreement.
  • A trust officer's experience in administering trusts is valuable in discussions of personal and investment aspects of fiduciary relationships.
  • A charitable gift planner represents a charity and can explain the array of gift plans available to meet your needs, save taxes and serve the organization's goals. For information about supporting Tallahassee Memorial HealthCare, contact Paula S. Fortunas at 850-431-5752 or
  • An estate planning attorney is needed to interpret the maze of laws on property rights, taxes, wills, probate and trusts.
Find tips for preparing to meet with your estate planning attorney in our free guide.

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.