Trust & Estate

Nobody ever said estate planning would be easy. Contemplating your mortality is hard enough, but having to deal with bureaucracy of estate taxes, healthcare issues, annuities, 401ks, life insurance and the eligibility of heirs can make thinking about the infinite seem preferable.

Estate planning is all about having the right answers to your questions. Is there a way to avoid some or all of the costs associated with probate? Is it possible for your heir to be too young to inherit an estate? What if one of your heirs is in a marriage that looks like it will tip over into divorce? Can your estate be shielded from your heir’s creditors? At Forensic CPA Group, we’ve spent years thinking about those questions and more and developed trust and estate accounting services and answers that are intelligent and useful!

Founded in 2002, our expert team understands that your estate planning and trust and estate accounting needs are as unique as you are. That’s why we’ll work with you to clearly understand your goals, go over all of your options, work to decrease the associated expenses with probate, reduce the taxes your estate owes when you pass and do what’s necessary to transfer your estate in the way you want. We can also assist with trusts, living wills and amending your plan as necessary. To schedule a consultation, or learn more about trust and estate accounting, contact us online or by phone today!