Kaelber, Billmyer & Kaelber, LLC

CPA firm in Charlottesville, VA – Providing Accounting, Tax and Business Consulting Services

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  • Location Using Google Maps
  • Tax Organizer for Individuals
  • Pay Fee Online

Kaelber, Billmyer & Kaelber, LLC

CPA firm in Charlottesville, VA – Providing Accounting, Tax and Business Consulting Services

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  • About
  • Services
  • Blog
  • People
  • Contact

Category: Estate Tax Planning

Estate tax planning is important!  You want to make sure the assets you’ve worked so hard to accumulate during your lifetime go to the people or organizations you care about.  Estate planning can be a complex process.  You can make it easier with the support of capable, experienced professionals.

Feel more confident about the future and that your loved ones will be taken care of.  Having a comprehensive estate plan in place can help you .  It can also help you achieve a variety of goals and objectives.

Home/Estate Tax Planning
Goals of estate planning chart
Henry V. Kaelber, CPA, CFP®, CGMA

Goal of Estate Planning

For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible.  This thinking suggests that protecting assets is…

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estate planning for parents happy chiled with kitten
Henry V. Kaelber, CPA, CFP®, CGMA

Estate Planning For Parents

From late fall through New Year’s, for many, this is a time to be with and care about family.  It can also be a time when emotions run high, especially…

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Estate planning basics last will and testament
Henry V. Kaelber, CPA, CFP®, CGMA

Basic Estate Planning Concepts

Do you have an estate plan?  Don’t make the mistake of overlooking your assets because you think you don’t have any.  In fact, a basic estate plan is an important…

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venuture philanthropy puzzle pieces
Henry V. Kaelber, CPA, CFP®, CGMA

Venture Philanthropy

In 1969, John D. Rockefeller III suggested private foundations could act as risk-takers.  He believed they should undertake “an adventurous approach to funding unpopular social causes,” which he described as…

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Categories

  • Empowerment
  • Estate Tax Planning
  • Finance
  • Income Tax Planning

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