Term Life Insurance for a maximum of 35 years

- Can be renewed once time is up

- Cheaper than Whole Life Insurance

- More Death Benefits for less monthly premium

- Riders can be added and premium is subject to change.

Individual Retirement Accounts

- Roth IRAs 

- Traditional IRAs 

- 403(b)

- Annuities

If you had a 401(k) or another qualified retirement account with another bank or financial institution, we can help you rollover or transfer that balance with us.

College Accounts for individuals under the age of 18

- Custodial Account for a specific Student at a time

- Section 529s

- Coverdell

- UTMA

- UGMA

These can be transferred to other students if the current student does not need it or chooses not to use it for college.

Tax planning and compliance are more complex and important today than ever before. Weygandt, Nesarajah helps clients reduce their tax exposure by developing effective tax strategies. With a comprehensive knowledge of Federal, State and Local tax laws and regulations, we can assess alternatives and recommend tax saving initiatives. We help clients achieve tax advantages throughout the year with careful planning as well as timely filing of tax returns and, when necessary guidance through an audit.

Weygandt, Nesarajah is an accounting firm offering a full complement of accounting, auditing and tax services. We develop unusually close working relationships with clients and apply our resources to meeting their financial management needs. We at Weygandt, Nesarajah adhere to a simple philosophy; know your client and know your clients businesses. In addition, we ensure that we understand our clients’ decision making and operating styles, so we are able to interact with maximum effectiveness.

We are sensitive to the financial dilemmas posed by the need to provide for the care of children, the elderly and other family members. In close collaboration with a client’s legal counsel, insurance agents and bankers, Weygandt, Nesarajah works to develop and implement financial strategies that produce lasting security and value for our clients’ families.

Generating Sensible Estate Planning Solutions
Weygandt, Nesarajah & Company has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of the client's overall estate-planning objectives. We use sophisticated planning vehicles tailored to each client, including specialized trusts, family-limited partnerships, limited liability companies, and private charitable foundations.

The Trusts and Estates Section is primarily responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. The Trusts and Estates Section provides uniquely integrated and comprehensive income, fiduciary and transfer tax advice to its clients that takes into account the current and projected changes in the tax laws affecting our clients’ planning.