Estate Planning Is Not Just for the Wealthy…it’s for Everyone
Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children.
The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.
Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up -- not you or your family.
We Are Here to Help You
If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.
Here’s what else we do for you:
- Allocating assets to spouses, children, trusts, and charities
- Periodic review of estate planning needs as your family situation and finances change
- Gift tax strategies
- Business succession planning
- Trust administration
- Tax planning and preparation including estate, gift, and fiduciary tax returns
Don’t Your Loved Ones Deserve Peace of Mind?
If you haven’t developed an estate plan, it’s not too late.
Call our office and schedule a consultation today because you and your loved ones have nothing to lose, but everything to gain.
Services Section
Affordable, experienced, and friendly, you can count on us for all of your tax preparation and accounting needs. Take a look at our tax services for individuals below or give us a call to find out how we can help. You’ll be glad you did!
- 01 Services For Individuals
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02 Business Services
- 02.01 Small Business Accounting
- 02.02 Bookkeeping Services
- 02.03 Payroll
- 02.04 Part-Time CFO Services
- 02.05 Audits - Reviews - Compilations
- 02.06 Forensic Accounting
- 02.07 Cash Flow Management
- 02.08 Bank Financing
- 02.09 Business Valuation
- 02.10 Business Advisory Services
- 02.11 Financial Planning for Businesses
- 02.12 Succession Planning
- 02.13 New Business Formation
- 02.14 Non-Profit Organizations
- 02.15 Internal Controls
- 02.16 Litigation Support
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03 Tax Services
- 03.01 Individual Tax Preparation
- 03.02 Tax Preparation for Businesses
- 03.03 Tax Planning
- 03.04 Estate & Trust Tax Services
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03.05 Tax Relief
- 03.05.01 IRS Audit Representation
- 03.05.02 Non-Filed Tax Returns
- 03.05.03 Back Taxes Owed
- 03.05.04 Payroll Tax Problems
- 03.05.05 IRS Liens
- 03.05.06 IRS Levies
- 03.05.07 IRS Wage Garnishment
- 03.05.08 IRS Seizures
- 03.05.09 IRS Payment Plan
- 03.05.10 Offer In Compromise
- 03.05.11 Bankruptcy
- 03.05.12 Innocent Spouse Relief
- 03.05.13 Get Your IRS File
- 04 Services for UltraaBooks
- 05 Industries
F.A.Q
Over 500 every day frequently asked financial-questions answered, we strive to serves the best solutions to all humanity
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My company's books are a nightmare. I don't even know where to start ?
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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I'm spending all my time managing payroll for my employees.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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I use Quickbooks, but I'm not sure I'm getting the most out of the software.
We offer a variety of services to help make sure that you are taking full advantage of UltraaBooks' many features.
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I made a mistake on my taxes.
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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I need help planning my family's financial future.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Contact
We would love to hear from you! We strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others.
Our Address
3825 Maher Manor,
Glen Allen VA 23060, USA
Email Us
info@murtiglobal.com
Call Us
+1 (804) 480-1080