Estate & Trust Services

Security is one of the most important components of one’s future.  The knowledge that your hard-earned assets are protected is a comfort to you and your family.  We provide estate and trust services that protect your assets and minimizes tax consequences to your beneficiaries.  Because of the ever changing tax laws and tax reform, it is important to monitor and update your estate plan as necessary to ensure that your risk exposure is minimized wherever possible.  Our estate and trust services can assist you in the following areas:

  • Business Succession
  • Systematic Transfer of Assets
  • Minimization of Gift Taxes and Income Taxes
  • Charitable Transfers
  • Analysis of Alternative Strategies
  • Periodic Reviews
Contact Us for a Free Estate & Trust Consultation

Whether the task is a review of a simple estate plan or planning for a multimillion dollar estate, WFY can be an important member of your advisory team.

We are also expert in the tax filings upon the death of a loved one. Upon the death of a loved one, most revocable living trusts will split into two or three separate trusts that create a complex labyrinth of pitfalls for the unwary. We make navigating that labyrinth easier by providing expertise, compassion, and guidance. We help ensure not only that your income and estate tax obligations are met, but that they are done in a tax-efficient manner to provide the greatest benefit to the decedent’s heirs.

Whether you’re an individual who has just lost a loved one, or a professional trustee, attorney, or another CPA, we can assist you with preparing everything from a simple fiduciary return to a complicated estate tax return with generation-skipping tax (GST) issues and challenging asset allocation.

Please call us today if you think we can be of service to you. We offer a free one-hour introductory meeting where we can discuss your needs and you can see how our expertise and compassion can help you through this difficult time.