Estates & Trusts

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Helping you preserve your wealth and assets

At TKCPA, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney, financial advisor and banking representative. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.

Let our experienced team help secure your legacy for family and your own peace of mind

  • Up-to-date knowledge of the Tax Code—Many laws regarding estates and trusts are convoluted or outmoded. Our expertise will help you navigate the pitfalls.
  • Experience that counts—You'll have confidence in knowing that our team offers years of experience in dealing with estates and trusts.
  • Planning that is exact—Our team will work with you and your other professional advisors to assure that your plan offers the greatest benefit to you and your beneficiaries.
  • Fiduciary administration—We'll guide families through financial and tax concerns and issues encountered after the loss of a loved one.