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Tax Solutions

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Planning Your Estate

Planning Your Estate



Some guides related to estate planning, information to help make this process as free of stress as possible.

Financial Guides



Financial GuidesEstate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions



Frequently Asked QuestionsLiving Trusts: Frequently Asked Questions
Wills: Frequently Asked Questions
Your Estate and Taxes: Frequently Asked Questions


Financial Calculators



Financial CalculatorsWhat Is My Potential Estate Tax Liability?


  

  

  

  

  


Bergelin & Murphy, LLC

Michigan Office

211 Maple Street, Big Rapids, MI 49307

Florida Office

9220 Bonita Beach Road, Suite 200 Bonita Springs, FL 34135

Bergelin & Murphy, LLC 211 Maple Street Big Rapids, MI  49307
Phone: (231) 796-2832 | Fax:
jeanne@bergelinmurphy.com
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