Estate Planning in North Bethesda
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Estate Planning in North Bethesda is Critical for Your Family
Estate planning in North Bethesda is far more complicated and involved than most people realize.
Make sure that your family transitions prepare your children and your family for financial freedom.
If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.
If you think you are too young to worry about estate planning in North Bethesda, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.
We can help. Our estate planning experts in North Bethesda will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.
Questions You Might Need Help Answering…
- How does divorce or multiple marriages affect estate planning?
- What happens when heirs are too young to inherit?
- Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?
- How can an inheritance be protected from creditors of an heir?
- How can you pass along your estate with the minimum of tax liability involved?
- Who needs to be on your estate planning team?
- Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?
- How will your estate be taken care of in the event that you are incapacitated?
- What are the processes for amending your estate plans as your situation changes?
- How can you leave money to charities or other organizations?
This is one area where a do-it-yourself mentality might not be to your greatest benefit. Let us help guide you through the complexities and challenges of estate planning in North Bethesda that are unique to each individual case
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About Tia Cantrell, CPA
Tia Cantrell was born in the Republic of Georgia, in the seaside palm tree shaded city of Sokhumi on the Black Sea. She became a refugee at the age of 13. Her entire family was displaced as a result of a punitive post-Soviet war. Tia’s parents stayed back until the very last day and spent the rest of their lives hoping one day they would get to go back to the home they missed so much. Unfortunately, that’s one dream she has not been able to help them realize.
At 16, Tia became an exchange student and came to an American high school, completely mesmerized by the new culture. She went back to Georgia, and 5 years later her American host parents gave her an opportunity of a lifetime to come back to the US and start a new life in the States. That’s one gift that Tia can never fully repay them for. It was priceless to her.
Tia Cantrell entered college not quite sure of the path she would choose. That changed when Dr. Terrell entered her classroom. She was strong, vibrant, extremely competent with a knack to make the most complex topics easily understood. During her class she would tell stories from when she and her husband owned and operated a public accounting firm for 18 years. She shared that they would help clients from all walks of life. That was the spark that ignited the beginning of Tia’s lifelong love of accounting and finances, a critical trait that makes a true difference in delivering quality solutions to her clients to this day.
That lifelong love was also made possible by a handsome Tennessean she met along her journey. Many years later, with two little girls and their share of ups and downs, they are still going strong and Tia is confident that she wouldn’t change a thing.
In Tia’s own words:
As a young mom, and early in my career, I worked in government internal auditing, eventually transitioning to project/program management, leading large-scale financial software implementations, facilitating complex issue resolutions across teams, departments and organizations. (Boy! That’s a mouthful!)
That was all great but I couldn’t live without those numbers (it really is a curse!) so in a parallel path I supported two full-service CPA firms, true giants in their field, David Clampitt, CPA and CJ Babbit, CPA. I was truly fortunate to have had such amazing mentors. These two positions completely influenced my style and the way I approach problem resolution for my own business and individual clients today.
That is why North Bethesda CPA was born: to help me and the employees who share my vision to take a holistic view of your finances and tailor our services to deliver the best value to our clients. Make an appointment with us. You’ll learn for yourself how we can help. Click here to get started.
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