Estate Planner meets with couple
Home

Estate Planning

Personal focus and service

Estate planning involves much more than preparing a will. With our personalized estate planning services, we assist families with preserving and protecting their wealth for future generations. Our goal is to improve your financial welfare and peace of mind.

We continually work with your attorneys and financial advisors to establish an effective team and create an estate plan that meets your exact needs. While achieving your estate planning objectives is important, we also help maintain family harmony throughout the process.

Areas of Expertise

  • Estate planning
  • Gift tax planning
  • Charitable gift planning 
  • Legacy Planning
  • Post death planning and tax elections 
  • Estate tax return preparation
  • Fiduciary income tax return preparation
  • Income tax planning
  • Charitable Trust
  • Consultation on trust administration
  • Business valuations
Image-of-someone-protecting-their-family-with-estate-planning2-1

Want to learn more about our Estate Planning services?

We would be happy to discuss how Trout CPA can help with your specific needs.
estate-planners