Accounting Services for Trusts & Estates
A CPA plays an important role in trust and estate planning. Our experienced team of accountants and advisors takes the stress out of securing compliance and protection. Let’s join your legal counsel and create a plan to guard your loved one’s legacy.
Planning Is Key To A Legacy
The only way to guarantee postmortem wishes are kept is with a plan. The Holbrook & Manter team always watches 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.
Start Your Plan TodayThe Value Of Experienced Advisors
Every estate we plan is delivered with 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.
Our Planning Services Help You With:
Estate Gifts
Trust Plans
Fiduciary/Trustee Roles
Succession Planning
Charitable Trusts
Estate Tax Returns
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.