ESTATE PLANNING
Pen And Estate Planning Documents — Venice, FL — Hough & Co CPA

Estate Planning & Eldercare

A little planning can save thousands of dollars! You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get most of your hard-earned money. At Hough & Company in Venice, FL, we can help you plan your estate, and we can also help with eldercare!

How Much Will I Need to be Comfortable Retiring?

What property, if any, should one consider parting with during their lifetime? Estate and gift planning is a very personal process. Each family plan is unique. Effective planning should involve you, your accountant, your attorney, and in many cases, an insurance agent and trust officer.

How Can I Plan for the Future?

You can give money per year to your heirs. You can even make unlimited transfers to your spouse during your lifetime or through your estate. There are no taxes on spousal transfers, regardless of size. However, leaving everything to your spouse may not be a good idea since doing so fails to utilize the lifetime exclusion amount in the first spouse's estate to die. 


Planning will allow you to use the exclusion in both estates, and you'll be able to transfer twice as much to your heirs free of the estate tax. Proper planning allows certain life insurance proceeds to be kept out of your estate.

Eldercare Services Offered

We can coordinate any services you or your loved one might need. This includes the following:

  • Assessing your or your loved one's needs and developing a care plan to meet those needs.
  • Coordinating and overseeing routine or full-time health care, including assistance in selecting care providers and establishing a system to monitor the quality of care provided.
  • Handling routine financial transactions, including paying bills and ensuring that expected revenues are received and deposited.
  • Arranging for transportation, housekeeping, yard maintenance, and other personal services.

In short, we can ensure you or your loved ones receive the care and attention they need and deserve.

Call Us for Professional Help!

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