Rick Sopko is the Chartered Personal Accountant providing the estate planning accounting services you need to ensure you plan your estate and investments properly, protect your life’s earnings against unnecessary taxation, and maximize the legacy you leave to your family and loved ones.
We can help you transfer equity safely to your beneficiaries to maximize their value and minimize liabilities, including such complex work as transferring corporations and corporate assets to your children to best preserve them.
Need help planning what happens with your money once you’re gone? Call Rick Sopko today.