ACCOUNTING Company profile: SCHECHTER DOKKEN KANTER CPAs
You've made the right decision — to take your legacy into your own hands.
With the tool kit and process created by the professionals at Schechter Dokken Kanter CPAs, you will find a comprehensive yet manageable way to document all of your information and clarify all of your wishes.
SDK's Estate Planning Tool Kit 4 Step Process, designed with you and your busy schedule in mind
MEETING #1 Gathering family information
MEETING #2
Listing assets and goals MEETING #3
Sharing findings, explanations, recommendations by the tax professionals
MEETING #4 Presentation of the final document, reviewed and re-printed annually, as needed.
Who will benefit:
Couples and individuals who want to ensure their heirs are taken care of in the way they choose.
Jill Abrahamson, CPA, specializes in helping families prepare estates and has worked with many surviving family members.
The SDK Estate Planning Team:
• Jill Abrahamson, CPA, jabrahamson@sdkcpa.com
• Sue Byrnes, CPA, MBT sbyrnes@sdkcpa.com
• Barb Ritzen, CPA, britzen@sdkcpa.com • Renee Hanson, CPA, rhanson@sdkcpa.com
• Sandy Budin, CPA, sbudin@sdkcpa.com • Eric Wille, CPA, MST ewille@sdkcpa.com
Schechter Dokken Kanter CPAs 100 Washington Avenue South Suite 1600
Minneapolis, MN 55401 612.332.5500 www.sdkcpa.com
www.upsizemag.com
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