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Estate Planning Firm in Orem, UT

Estate Planning Services

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. To give you the best possible advice, we have partnered with some of the best financial planners. Through these financial professionals, we offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, our tax accountantsbookkeepers in Orem will be there with you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.

You also get help with...

  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
  • The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Contact one of the top accountingbookkeeping firms in Orem for any Estate Planning related questions. We are happy to assist any way we can!

Estate Planning Orem

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Get started with Paramount for your tax services in Orem, UT, recommended by family and friends every time.

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Contact Paramount Tax & Accounting Orem

Easy Online Booking

Get started with Paramount for your tax services in Orem, UT, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Orem
Request Appointment
Maggie and her staff were on top of the ball and kept in contact with me to help me get things done In a timely manner. Any questions I had were answered ASAP and I never have any worries when handing my taxes over. They are awesome!
— jay aaron, Posted March 26th 2024 on google
Maggie was the perfect person to help me with my taxes for the first time. She is so sweet and I feel so much more prepared for the next year!
— jenne Sanchez, Posted March 21st 2024 on google
So well prepared and professional. The one on one review of my taxes gave me confidence in their tax skills. The whole experience was personal and friendly. Thank you, Tom
— Tom Hover, Posted March 11th 2024 on google
Maggie is the best! Such a great help, and wonderful at letting you know the process.
— Alissa Bair, Posted March 4th 2024 on google
Maggie and her team have been so helpful the last couple of years in helping me file my taxes. They are very responsive, helpful, and make me feel confident in submitting my taxes. I highly recommend Maggie for any tax or accounting needs!
— Jordan Hammond, Posted February 28th 2024 on google
Just a regular employee with some difficult life situations, however Maggie has helped me with credits I had no idea I qualify for because of my circumstances. She is also so easy to open up to talk to. This is my 2nd year and I’m a client for life.
— Vina P, Posted February 21st 2024 on google
She was awesome, would definitely recommend!
— Michael Cadenhead, Posted February 15th 2024 on google
If you’re going to choose someone to file your taxes, there is no doubt that Maggie Gillespie is who you should choose! She is diligent and hardworking, and provides outstanding service for those she works with! Paramount tax and accounting is lucky to have her as a representative!
— Levi Oilar, Posted October 16th 2023 on google
Maggie is an indispensable partner at that time of year we don’t really enjoy, doing our taxes! She is knowledgeable and professional in making sure I have all the required documentation prior to tax time so that it is a smooth process and leaving time to answer any technical questions I may have as well as discuss ...
— Jocelyn, Posted May 31st 2023 on google
Zoes has been great with questions while also being clear and timely with communication.
— Wade Nielsen, Posted May 16th 2023 on google
Great place
— Alida Bonane, Posted May 16th 2023 on google
I had a great experience here, the receptionist was very helpful with scheduling and uploading my documents. Very professional company would definitely recommend!
— sabrilla walker, Posted May 16th 2023 on google
The receptionist was very helpful and nice. Great company and employees!
— LifeWithBrilla, Posted May 16th 2023 on google
I used TurboTax for years not knowing how terrible it was until I decided to grow up and get a real tax professional to do my taxes. I left Maggie with a pile of documents and she came back with the best return I've ever gotten. I was very impressed and I highly recommend them to everyone.
— Gary Lown, Posted May 9th 2023 on google
Paramount Tax gets down to Businesses! I’ve always done my Own Taxes Through “TurboTax”… Although it was a simple task for me through TurboTax… Paramount went way above and beyond for Me!. I’m now asking myself how many times I’ve done My Taxes through TurboTax and paid For Taxes I Actually did Not Owe th...
— Brittney Whiting, Posted May 9th 2023 on google
I didn’t even call for an appointment until April 13th, and they made rooms for me! It was a tough year, and I had to withdrawal from my 401K early, and made more money (that was used to help restart my life); but Zoe worked to get my tax liability down! Taxes are awful; but Zoe made it bearable!
— AJ Hobson, Posted May 9th 2023 on google
Maggie is great to work with. I hope we can work together for years to come. She does great work and is very precise. She advocated for us along the way. She did a great job of educating us and made us feel very comfortable with all the way. We would highly recommend her for your accounting and tax needs.
— DTF Properties, LLC, Posted June 7th 2021 on google
This was my first time using Maggie to help me with my taxes and she is so personable and reliable! Definitely recommend.
— Jessica Argyle, Posted May 9th 2023 on google
Maggie was willing to help me last minute and she made things super simple and easy.
— Evan Moody, Posted May 9th 2023 on google
Maggie is seriously the best tax accountant I’ve ever hired. She is always looking for what’s best for her clients and will go above and beyond for them. I’ve NEVER had a great experience with any of the accountants I’ve used for over 20 years in the past. Maggie has been the first one I’ve ever wanted to hug...
— Camry Carson, Posted May 8th 2023 on google
Orem, UT Tax Review

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