Many of you have known us for years to be mainly a CPA firm, focusing on taxes. While we are still providing tax planning and preparation for our valued clients, we have decided to move in a new direction as a company. We have been working on this for few years and finally decided to make the big leap in 2020. Our focus and values are still the same; serving our family of clients and helping them with all aspects of their financial well-being. We are now more focused on investment managing, tax and estate planning than before. A part of this change has been rebranding our business from Jim K Wyatt CPA to Wyatt Family Office, L.L.C. Check back to our webpage for all of the details and how to connect with us so we can start our journey together. We look forward to helping you!
Now more than ever, people are thinking about their estate plan and how it will affect their loved ones. Many Americans do not have an estate plan, or if they do, it is not up to date.
A good estate plan is more than just having a will or an established trust. If you want to make sure that your hard earned assets such as life insurance, bank or investment accounts are passed to your loved ones accordingly, a sound estate plan is a must.
Contact us today to let us help you with your estate planning.