Did you know that CPAs play vital roles in the trust and estate planning process? You need an experienced accountant by your side during this delicate process in order to secure compliance and protection. We will work in tandem with your legal counsel to create a plan that guards your legacy and fulfills your wishes.
The only way to guarantee postmortem wishes are kept is to establish a plan. The Holbrook & Manter team is forever watching the ever-changing tax laws, giving you the peace of mind that your assets are passed along and your wants are carried out. You can rest assured knowing you have an accounting advocate putting your intentions into action.
Every estate we plan is delivered with the precision you can expect from over 100 years of accounting experience. With that much work under our belt, we know your perspective is the most important. No matter your level of wealth, we’ll create a plan that fulfills your needs and wishes.
If you have found yourself dealing with estate matters for a loved one who has passed away, know you can turn to us. Tax burdens and other complex financial matters can arise during this challenging time. The estate accountants on our team will work with you to ensure that things go as smoothly as possible.
It is our goal to tax efficiently preserve your family wealth and/or the wealth of your loved ones. Contact us today for more information on our trust and estate planning services.