E: carri@norriscpapllc.com / T: (248) 236-0754
Client Portal Login    Subscribe

Norris CPA PLLC

  • Home
  • About
    • Our Values
    • Blog
  • Services
    • Tax Services
      • Tax Preparation
      • Tax Planning
      • Tax Problems
        • IRS Audit Representation
        • Non-Filed Tax Returns
        • Back Taxes Owed
        • Payroll Tax Problems
        • IRS Liens
        • IRS Levies
        • IRS Wage Garnishment
        • IRS Seizures
        • IRS Payment Plan
        • Offer In Compromise
        • Bankruptcy
        • Innocent Spouse Relief
        • Get Your IRS File
    • QuickBooks Services
      • Why QuickBooks
      • QuickBooks Setup
      • QuickBooks Training
      • QuickAnswers
      • QuickTune-up
      • Buy QuickBooks and Save
    • Business Services
      • Small Business Accounting
      • Payroll
      • Part-Time CFO Services
      • Cash Flow Management
      • Bank Financing
      • Strategic Business Planning
      • Succession Planning
      • New Business Formation
      • Non-Profit Organizations
    • Services For Individuals
      • Personal Financial Planning
      • Estate Planning
      • Elder Care
  • Tax Center
    • Track Your Refund
    • Tax Due Dates
    • Tax Rates
    • IRS Tax Forms and Publications
    • State Tax Forms
    • Record Retention Guide
  • Resources
    • Calculators
    • Client Portal
    • SecureSend
    • Internet Links
    • News and Weather
    • Guides
      • Life Events
      • Business Strategies
      • Investment Strategies
      • Tax Strategies for Business Owners
      • Tax Strategies for Individuals
      • Frequently Asked Questions
  • Newsletter
    • This Month's Newsletter
    • Previous Newsletters
    • Today's News and Weather
  • Client Portal
  • Contact

Estate Planning

Call Us: (248) 236-0754
  • broad range of CPA services
    Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more
  • Norris CPA PLLC
    We offer a broad range of services to help you secure a sound financial future. Read more
  • Secure client portal
    Providing the support you deserve.
  • Small enough
    As a valued client, you get a secure, password-protected portal. Read more

Where's My Refund?

When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return.

Our Newsletter

Miss last month's newsletter? No problem. We keep the last 6 months of newsletters here for you to read.

Client Portal

Log into our secure, password protected Client Portal to store and access your important financial documents from anywhere at anytime.

Our Services

We are a full-service Accounting firm licensed in MI. We offer a broad range of services for business owners, executives, and independent professionals.

Featured Articles

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.
You also get help with...
  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a free consultation.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]

Norris CPA, PLLC
28 S. Washington St., Ste. 201
Oxford, MI 48371
carri@norriscpapllc.com
Phone: (248) 236-0754

Norris CPA PLLC 28 S Washington Street, Ste 201 Oxford, MI  48371
Phone: (248) 236-0754 | carri@norriscpapllc.com
Login   Search   Site Map   Privacy Policy   Disclaimer