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Estate MANAGEMENT

eLooking for top-notch Accounting, Tax Strategy, and Financial Planning services in Cincinnati, Ohio? You're in the right place! We specialize in guiding individuals and businesses through the complexities of financial management, ensuring your financial health is in the best hands. Our expertise also extends to Financial Estate Management, where we offer tailored solutions to safeguard your future and legacy. Here's how we can help:

  • Estate Strategy Development: Create a plan that protects your assets and wishes during your lifetime and beyond. Ensure your wealth distribution is executed according to your desires.
  • Financial Affairs Management: We are your trusted advisor to oversee your financial matters if you're ever incapacitated, ensuring continuity and security.
  • Wealth Distribution Control: Take charge of who inherits your assets, under what conditions, and when, with our strategic planning.

With LSC | LongSchaefer CPA PFS, your financial estate management is more than just planning; it's about creating a legacy that reflects your values and goals. Let's make sure your financial future in Cincinnati is as bright as it can be.

CULTIVATE SMART MONEY

Every financial journey is unique. Our Accounting, Tax Strategy & Financial professionals are here to empower you to address your goals and pursue life on your own terms.

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.



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