Preserve your wealth and assets
Planning your financial legacy
We specialize in estate, trust, and tax solutions. Our team has an exceptional depth of experience developing and implementing trust and estate plans that help you achieve your financial goals. Good estate planning goes beyond your written 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.
Team players for your future
We work well with others
We’ll help you coordinate a comprehensive plan by working in partnership with other trusted advisors, including your attorney, financial managers and bankers. Together, we’ll organize an estate and trust plan that ensures business continuity, asset protection, and estate tax mitigation.
Secure your financial legacy with TKCPA
Our team offers the skill and services to secure your lifetime of work for your beneficiaries. Turn to us as a trusted advisor and get peace of mind knowing that you have an experienced, reliable partner acting on your behalf. Here’s what we bring to the table:
- Up-to-date knowledge of the Tax Code—Laws regarding estates and trusts are ever-changing, and many are convoluted or outmoded. Our expertise will help you avoid the pitfalls.
- Experience that counts—You’ll rest easy knowing that our team has extensive experience in the complex architecture of estates and trusts.
- Planning with precision—Our estate and trust team will work with you and your other professional advisors to assure that your plan offers optimal benefits to you and your beneficiaries.
- Fiduciary administration—We’ll help families navigate financial and tax issues during the overwhelming time following the loss of a loved one.
Trust matters.
Without trust, what’s the value of a relationship? Our team knows the importance of your trust, and earning it is the focus of our work every day. You deserve it.