Estate & Wealth CPA

Estate & Wealth CPAYou & Your Loved Ones Deserve Thorough, Personal Care

Building, managing and preserving wealth are important concerns to you and your loved ones. That’s why the first step we take in designing an estate and trust strategy is to listen and understand your personal values, goals and concerns about the future. Once we fully understand these components, along with your attitudes regarding risk and your timetable for success, we will work with you to develop and implement a comprehensive plan that meets your needs.

Our Estate & Trust Planning Services Include:

  • Personal financial planning
  • Cash management and savings
  • Investment strategy and policy
  • College education funding
  • Multi-generational estate planning
  • Life insurance analysis
  • Family and charitable gifting
  • Business continuation and exit strategies

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Tax Planning Guide

Download our guide to the changes made to tax law for 2016. The changes particularly affect higher income taxpayers.


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