Estate Planning

Start planning now! People spend most of their time accumulating wealth, but spend little time making sure it is secure for the future. Providing this financial security to your family includes having and developing a comprehensive estate plan. The earlier you begin planning, the more options you have. With an estate plan you will be able to grow and transfer wealth in a way that minimizes taxes and leaves the legacy you desire.

Estate Planning

Start planning now! People spend most of their time accumulating wealth, but spend little time making sure it is secure for the future. Providing this financial security to your family includes having and developing a comprehensive estate plan. The earlier you begin planning, the more options you have. With an estate plan you will be able to grow and transfer wealth in a way that minimizes taxes and leaves the legacy you desire.
At Cooper Norman, our team’s expertise will help you navigate through the variety of options available, including: annual gift tax exclusions, unlimited marital deductions, GST tax exemption, lifetime gift exclusions, taking advantages of trusts when needed, and using potential benefits of life insurance.

Contact Information

Committee Co-Chairs:

Clint Tavenner, CPA
Office Contact No
208.523.0862
Cell Contact No
208.521.3048

Committee Co-Chairs:

Todd Wadsworth, CPA, CVA
Office Contact No
208.733.6581