You've worked a lifetime to build your wealth. We’re here to help you protect it.

Estates & Trusts

Estate planning and trust administration is much more complicated than drafting the proper legal documents. Planning for the distribution of your assets is only one aspect of a comprehensive estate plan.

Protect your wealth with C&D.

You should also take into account your retirement as well as the accumulation, conservation, and enjoyment of the assets you’ve acquired. The continuity of a family-owned business is another critical consideration – how will your business transition from one generation to the next with minimal stress and financial disruption?

Advice you can trust.

We stay current with the ever-changing tax laws and know how to apply them to your situation. But our advice goes beyond that. We build plans that incorporate the financial components with the intangible issues every family faces, so you have peace of mind.

Our experience and knowledge helps us strategize to meet your goals.

Strategic and personalized advice.

Thanks to our longstanding knowledge of our clients’ financial pictures, we’re able to ask the right questions to create the right plans. Whether you need help developing a successful transition or sale of a closely held business, or you have concerns about preserving family wealth as assets pass to your next of kin, the right guidance regarding today’s complex gift and estate tax laws will ensure your wealth is protected tomorrow.

Estate and Trust Planning Services

Our accountants are ready to work with your attorney to coordinate your estate planning. Common services include:

Calculate estate taxes under current estate plans and strategize alternatives to quantify potential tax savings.

Review wills, trust instruments, and asset schedules

Prepare liquidity analysis as needed

Define health care planning costs and needs

Assist in your communication with family members and beneficiaries

Prepare all estate, gift, fiduciary, and non-profit tax returns

C&D Certified Public Accountants

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To learn more about what we do and how our certified public accountants and advisors can help you meet your financial goals, please give our team a call or leave a message.

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C&D Certified Public Accountants

C&D llp | Certified Public Accountants & Advisors

Forward planning.