Estate & Trust Planning

We remove the uncertainty and provide you the confidence that your estate is protected and will be administered according to your wishes.

At our CPA firm we are personally committed to helping you navigate the financial and sometimes emotional components of Estate and Trust Planning.  Estate gifting options are also available. 

We are experts well educated on the intricacies of gifting rules to ensure you are protected and maximize your gifting. We provide comprehensive wealth management and asset protection services for U.S. and international families in need of help.

Many of our clients are family owned businesses. For this reason, we are particularly proficient in helping families equitably transfer wealth of family businesses. We’ve been doing it for over 30 years and work to ensure your wishes are accurately carried out.


Our Estate and Trust Planning CPA service offerings include:

  • Estate tax planning
  • Estate tax preparation
  • Estate Administration
  • Estate Gifting
  • Trusts — irrevocable, marital, living, and land trusts
  • Trustee services
  • Charitable Giving
  • Gift Planning
  • Trust Planning
  • Retirement planning
  • Asset protection
  • Corporate executor services

Click here to request a free initial business consultation or Call Now at 954-452-8813