Greg Sellers Featured in CentrAL Inc!
Greg Sellers, CPA, AEP ®, a Member in the Tax Division of the firm’s Montgomery accounting and advisory office, recently contributed an article to CentrAL INC!
CentrAL INC! is a bimonthly publication that covers pertinent topics, trends and concerns that impact businesses in Montgomery and surrounding counties.
In his article, Four Steps to Transform Estate Planning Anxiety into Confident Decisions, Greg explores four steps that people can take to overcome the anxiety associated with estate planning.
Families can establish an effective estate plan by compiling a comprehensive inventory of assets, executing essential documents that outline desires, making sure that beneficiary designations are in line with your estate planning and assembling a team of advisors.
In reference to why it’s important to assemble a team of advisors, Greg says: “While gathering information online can save time, using online tools to draft your estate planning documents may not yield the best results for your unique situation. It’s crucial to involve specialists from various fields to ensure your interests are fully addressed.”
Greg Sellers is a leader of the firm’s Estate & Trust Service Area. He has more than 38 years of experience in public accounting, specializing in estate, gift and trust tax planning and compliance. Greg frequently presents on topics such as estate planning, charitable gift planning and use of trusts in wealth transfer planning.
Warren Averett’s Estate & Trust Team provides their clients with comprehensive and personalized approaches to estate planning, estate and income tax planning and compliance needs. They help clients identify financial goals, while preserving wealth and reducing potential estate and income tax liabilities.
Learn more about the firm’s Estate & Trust Team and our Montgomery CPAs and advisors.
Read the full article on CentrAL INC!’s website here.