Estate Planning

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, we'll 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 Paramount Tax if you'd like more information about our estate planning services.

Estate Planning

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Get started with Paramount for your tax services in Utah, {fran_state_abbrev}, recommended by family and friends every time.

Contact Paramount Tax

Easy Online Scheduling

Get started with Paramount for your tax services in Utah, {fran_state_abbrev}, recommended by family and friends every time.

Contact Paramount Tax
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I have absolutely loved working with Lexi and the whole team at Paramount. I’m never stressed anymore and I feel like I always know what I’m doing.
— Logan Martin, Posted November 25th 2023 on google
Lexi is knowledgeable and always helpful.
— Monte Nettles, Posted July 22nd 2022 on google
Very knowledgeable and helpful. I will definitely be enlisting their services in the future. Thank you!
— Jeremy Mathis, Posted November 15th 2023 on google
Very informative discussion with Jeff on tax planning strategies. He is forward thinking and offers a tremendous amount of practical knowledge.
— Armand Evangelista, Posted November 14th 2023 on google
They are great to help you plan for the future and provide solutions for you.
— Lotus Spring Acupuncture & Wellness, Posted November 8th 2023 on google
Jeff was very informative and made me feel confident moving forward with my new business. I am excited to continue working with him.
— Blake Porter, Posted November 2nd 2023 on google
Jeff has an amazing grasp of the tax code and understand how to help with strategy. I am so happy to recommend him!
— Sterling Oaks, Posted October 31st 2023 on google
Super knowledgeable and helpful
— Rich Kindred, Posted October 30th 2023 on google
Jeff is always very personable and has tax strategies that save me a fortune at tax time.
— joseph henrie, Posted October 30th 2023 on google
I had the pleasure of talking to Jeffrey and he answered all of my questions. I'm excited to start working with him and highly recommend him to anyone looking for a good accountant
— Bruno Araujo, Posted October 21st 2023 on google
Lexi, Jeff, Talena and Douglas were world class. Very helpful and patient as well. They are great at explaining things and making the tax season manageable. Highly recommend and would give six stars if possible.
— Michael Wigton, Posted October 16th 2023 on google
Dave is the bomb! He helped us get a substantial refund back. But, more importantly, he is helping us have a better tax strategy for the future.
— Mandy C. Pyne, Posted October 16th 2023 on google
Dave Southwick is great to work with; he knows his stuff and is always positive -- even in the heat of battle during all the sleep deprivation of the busiest weeks of the tax year.
— Brian Hansen, Posted October 13th 2023 on google
I can't express enough how incredibly pleased I am with the services provided by Paramount Tax. From the moment I walked into their office, it was evident that this team truly cares about their clients' success. What stood out to me was the one-on-one consultation where they patiently explained the entire process, bre...
— Sterling Jones, Posted October 1st 2023 on google
Jeff was amazing. I aporeciated his ability to tailor tax scenarios to better help me prepare for my next tax cycle.
— Jason Hassard, Posted March 14th 2023 on google
I had a great experience with Paramount. They are professional, knowledgeable, and friendly. They answered all my questions and explained everything clearly. I highly recommend them to anyone who needs tax help. They are the best tax accountants in town!
— Sergei, Posted September 22nd 2023 on google
I like them going to enjoy doing business with them 👍
— errol nelson, Posted September 21st 2023 on google
I’ll never do taxes without these guys again!!
— Kelsey Boyce, Posted September 21st 2023 on google
Paramount is great!
— Matt Boyce, Posted September 21st 2023 on google
Jeffrey is personable, professional, & informative. He asked clarifying questions and recommended a CPA that could help file the trust return I'll need since mom's death.
— Diana Gonzalez, Posted September 18th 2023 on google
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Paramount Experience

Many people do not know how a professional tax and accounting firm differs from a bookkeeper or tax preparer. The main difference when working with a professional tax and accounting firm, such as Paramount Tax, is that our firm utilizes the services of CPAs, EAs, and Attorneys who are distinguished from other finance professionals by stringent qualification and licensing requirements. Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 Estate Planning firm in America. So when you ask yourself, "Where can I find Estate Planning services near me?"... think no further than Paramount Tax!

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Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accounting firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accounting firm utilizes licensed professionals such as Certified Public Accountants (CPAs), EAs and Attorneys, who can not only advise individuals on personal financial matters but who are qualified to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics. Our strict standards ensure that we understand the complicated tax laws and how to implement strategies that return the most benefits to individuals and businesses. Give Paramount Tax a call or visit our tax and accounting firm for a free consultation.

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