Trust & Estate Planning

Successful estate planning involves much more than just having a will. Growing and preserving your wealth for future generations requires a comprehensive estate plan that controls tax liabilities and helps you meet financial goals. At Orlando CPA's & Associates we provide complete estate planning services including money-saving tax strategies, estate tax returns, and asset protection to clients.

When you turn to us for estate planning services, we'll sit down with you to learn all we can about your financial objectives. Then, we'll develop an estate plan that will maximize your wealth and allow it to be transferred to your beneficiaries in an orderly manner and with minimal tax consequences. We'll take care of everything you need to effectively implement your plan including coordinating with other advisors like your attorney or insurance agent.

We also show trustees and executors how to navigate their list of responsibilities through services like fiduciary accounting, estate and trust administration, and tax preparation and planning.

Ready to start planning for the financial future of your family? Contact CPA firm, Orlando CPA's & Associates now at 619-331-0069 to learn more or request a complimentary consultation online.