Estate & Trust Planning

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Estate & Trust Planning

Our Fort Lauderdale CPA firm is personally committed to helping you navigate the financial and sometimes emotional components of Estate and Trust Planning

http://frankguttacpa.com/services-providers/estate-trust-planning.html

Estate gifting options are also available. Our experts are well educated on the gifting rules. We provide comprehensive wealth management and asset protection services for U.S. and international families.

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 25 years.

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 1


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Corporate executor services

To continue reading the rest of the article and find out our recommendations, please click here: http://frankguttacpa.com

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