Trust & Estate Planning

Trust & Estate Planning

You have likely worked hard and over many years to build up your estate. Do not sit back and assume that your assets will stay with you and your loved ones. Trust and estate planning is not only important for high net wealth individuals. Proper planning will prevent courts from making decisions you are more fit to make, and prevents tax agencies from taking a large cut of your assets. A properly planned estate will not only protect your finances, it will protect your family.

What To Expect From Us

As your CPA, we are uniquely positioned to understand your estate, and to advise you and your legal council on how best to protect it. Our financial knowledge and experience working with clients will ensure that we form a complete picture of your assets and catch things that your lawyer may miss. We have vast experience writing various forms of trusts and know exactly how to best protect  your estate from the interpretation of the courts, or from undue taxation.

Save time and money with our expertise