Estate Planning

Estate planning is for everyone. You may hear the term “estate planning” and envision a service for the upper crust, a concern of the super rich.  Nothing could be further from the truth. 

Often the people who need estate planning advice the most are families of average means.

Practical estate planning questions include:

• How can you help send your children or grandchildren to college?
• Do you need more life insurance?
• Will you be able to afford assisted living if necessary?
• How can you transfer your house or assets with the least taxes?

Preserving assets and passing them on to your beneficiaries is not merely a concern for the wealthy.  From college planning to estate and inheritance tax planning, you need experienced estate planning advice.

At Kelly, Sparber, White & Associates, LLC, our goal is to tailor our services to meet your needs.  Just as no two families are alike, no two estates can be handled in exactly the same way.  When you contact us, we will be glad to discuss your situation and recommend appropriate solutions.

While Kelly, Sparber, White & Associates, LLC does not prepare trusts or wills, we will work with you to assure that you and your attorney understand the tax implications of your decisions.

Another reason for estate planning occurs when you find your concerns evolving from the need to take care of yourself to how you will ensure your loved ones are cared for after you're gone.  Whatever your personal motivation, Kelly, Sparber, White & Associates, LLC is ready to work with you, providing exceptional customer service as well as experienced estate planning advice.

Service Area

From college planning to estate planning advice, Kelly, Sparber, White & Associates, LLC of Latrobe, PA provides the customized accounting advice and services you need in the following areas:  Latrobe, Blairsville, Derry, Greensburg, Irwin, Jeannette, Ligonier, Mt. Pleasant, New Alexandria, North Huntingdon, and throughout Westmoreland County.

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