Estate & Trust Planning
Protect your legacy with thorough planning that minimizes tax impact, preserves wealth across generations, and offers clear, compassionate guidance to families and executors throughout the entire process.
Understanding Estate Complexities
Federal estate taxes, state inheritance rules, probate, and family goals—all planned with foresight.
Trust and Gift Strategies
Living/irrevocable trusts, gift strategies, and QTIP planning to reduce exposure and align with intent.
Tax Preparation and Filing
Form 706 preparation, coordination with counsel, and smooth asset transfer planning.
Support for Executors and Families
We handle valuation, liquidity needs, and timelines so families can decide calmly.
Legacy Protection
Tax-efficient wealth transfer guided by experienced CPAs who communicate clearly and respectfully.
Ready to Get Started?
Let's discuss how our estate & trust planning services can help you achieve your financial goals.
Other Individual Services
Tax Return Preparation & Strategic Planning
Complete tax return preparation combined with proactive planning strategies. We ensure accurate filings while maximizing deductions and credits to drive measurable tax savings year-round.
Tax Resolution & Audit Defense
Notices, audits, penalties—resolved. We negotiate on your behalf and restore full compliance as quickly and affordably as possible.
Financial Organization & Bookkeeping for Individuals
Personal financial organization and bookkeeping services to help individuals track expenses, organize records, and prepare for tax season with confidence.