Estate Planning

At Harmon Accounting, we understand the importance of caring for one's self and one's family. Estate planning can be overwhelming and, often, emotional. It often feels like memories pass away whenever a property is passed on from one person to another. We recognize this and strive to be here for you during this stressful time.

 

Efficient planning is an ongoing experience, not a one-time occurrence and we at Harmon Accounting are here through it all. Through marriage, the birth or adoption of children, death, divorce, estate moving, or financial straits, Harmon Accounting is here to support you and guide you in the right direction.

 

Estate planning not only helps you to arrange and manage your estate during your life but also helps you to decide where your estate will be going after your death. Employing our services, you can be prepared to continue providing for your family even after you pass. 

 

It is never too early to plan for the future! Let our staff help you arrange your estate and plan for the future.

 

 

Our Estate Planning Services Include:

  • Analysis, valuation, and protection of assets​

  • Business succession planning​

  • Charitable planning

  • Life insurance consultation

  • Monetary transfers to beneficiaries

  • Retirement planning

CONTACT US

3425 Pelham Parkway

Pelham, AL 35124

(205) 829-1829

info@harmoncpafirm.com

Fax (205) 829-1199 

​​​​© 2019 by Loren Harmon for Harmon & Associates