Kaylor Accountancy
2152 Dupont Drive
Suite 112
Irvine, CA 92612-1315
(949) 442-7350
Fax (949) 442 7349

"Our clients are the
cornerstone of our

     While CPA firms can be diligent in enlightening clients on the need for thorough estate planning, most of them turn the challenge of finding solutions and drafting plans of action over to the legal profession.

      Our position is the minority one, believing that the CPA, because of the close ongoing relationship in tax planning, business decision-making, accounting, and family-related issues, is in the best position to develop and integrate the client's overall estate plan and transfer tax strategies.

      We not only help clients achieve effective gift and estate planning objectives, but also help the families minimize the confusion, costs, and burdens when death occurs through intelligent postmortem planning.

      Our firm has established itself in the forefront of estate tax reduction and tax funding strategies, including:

• Revocable Family Trust Planning
• Qualified Personal Residence Trusts
• Irrevocable Life Insurance Trusts
• Charitable Remainder Trusts
• Family Limited Partnerships
• Limited Liability Companies

     Our strategic alliance with law firms and insurance professionals allows us to take each element of a gift or estate plan through the final stages of implementation, completing the necessary documentation and funding steps.