Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Estate planning is far more complicated and involved than most people realize. 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, 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 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 that are unique to each individual case.

Let Us Help:

      EXCELLENT  
   Based on 3 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   maithem alherz 
 
 
 
 Trustindex verifies that the original source of the review is Google. he is the best for everything that he done for me I had and I still have problem with the IRS and he is always there for me he did so good that I feel so good about it right now.
He is the best thank you for your help
  
 
      Posted on Google  
   
   Denise Michaels 
 
 
 
 Trustindex verifies that the original source of the review is Google. I'm so grateful to have David help me with my taxes. He's calm, reassuring, and encouraging when I tend to get a bit freaked out.  He stays up to speed with the latest changes in the law and is determined to help his clients get every dollar back they deserve.   I can't imagine working with anyone else to help take the sting out of dealing with the IRS. I give David my highest recommendation. Call him today!
  
 
      Posted on Google  
   
   Boyd Tuttle 
 
 
 
 Trustindex verifies that the original source of the review is Google. David Stirling has been super responsive and has helped me work through some (for me) incredibly complex tax matters. Five stars!!

What is a Federal Tax Lien

What is a Federal Tax Lien The Federal Tax Lien is the legal claim against a taxpayer’s property, and it arises when they fail to pay a tax debt. It attaches to everything they own – their home, car, bank account(s), and even future assets. There are two (2) types of...

How to Settle Your IRS Tax Debt for Less

Answer: This is what is referred to as a monthly Installment Agreement Payment Plan for your tax debt. The IRS has several debt settlement options but it’s important to act before they garnish your paycheck and/or levy your bank account. There are several types of...

Small Business Tax Problems: Avoiding IRS Trouble Before It Starts

Running a small business is challenging enough — managing clients, payroll, and day-to-day operations often takes priority. But one area that can’t be ignored is tax compliance. Even minor bookkeeping mistakes can lead to major IRS headaches down the road. At AAA Tax...

The Ultimate Guide to Filing Years of Unfiled Taxes

If you’re a small business owner who’s fallen behind on filing tax returns, you’re not alone. Life gets busy, cash flow tight. A practical Unfiled taxes remedy can help. You can take steps to catch up and stay compliant. Good news: it is absolutely possible to get...

The Secret Cost of Ignoring IRS Notices

Opening your mailbox, you see that familiar logo—the IRS. Moreover, your stomach drops. You set the envelope aside for later. We’ve all done it. However, when it comes to notices from the IRS, waiting only makes things worse. This illustrates Cost of Ignoring IRS. At...

Can Penalties and Interest Be Removed? Understanding IRS Penalty Abatement

Few things frustrate taxpayers more than seeing their balance grow because of penalties and interest. You might owe only a few thousand dollars originally, but months or years later, it’s ballooned into something much bigger. The good news? There’s a solution...

Audit Anxiety? What to Expect During an IRS Tax Audit

Getting a letter from the IRS can make anyone’s heart skip a beat — especially if it says “Notice of Audit.” But before you panic, take a deep breath. An IRS audit doesn’t automatically mean you’ve done something wrong, and with the right preparation and guidance,...

Understanding the IRS Offer in Compromise: Can You Settle for Less?

Owing the IRS can feel overwhelming — especially when interest and penalties start piling up. The good news is, the IRS offers a little-known program that could help you settle your tax debt for less than the full amount: it’s called the Offer in Compromise (OIC). At...

IRS Wage Garnishment: How to Stop It and Protect Your Income

Few things cause as much stress as opening your paycheck and realizing the IRS has taken a big chunk of it. If you’re facing a wage garnishment, you’re not alone — and it doesn’t mean you’re out of options. At AAA Tax Resolution, we’ve helped Utah residents stop IRS...

What to Do If You Haven’t Filed Taxes in Years

If it’s been a few years since you last filed your taxes, you’re not alone — and it’s not too late to fix it. Many people fall behind for reasons like job changes, family issues, or simply feeling overwhelmed. But once a few tax seasons pass, the idea of catching up...

Ready to schedule an appointment?

Click here to schedule a time to meet with us.