Estate & Trust Planning
Our Fort Lauderdale CPA firm is personally committed to helping you navigate the financial and sometimes emotional components of Estate and Trust Planning. Estate gifting options are also available. Our experts are well educated on the gifting rules. We provide comprehensive wealth management and asset protection services for U.S. and international families.
Many of our clients are family owned businesses. For this reason, we are particularly proficient in helping families equitably transfer wealth of family businesses. We’ve been doing it for over 25 years.
Our Estate and Trust Planning CPA service offerings include:
- Estate tax planning
- Estate tax preparation
- Estate Administration
- Estate Gifting
- Trusts — irrevocable, marital, living, and land trusts
- Trustee services
- Charitable Giving
- Gift Planning
- Trust Planning
- Retirement planning
- Asset protection
- Corporate executor services
Put Powerful Estate & Trust Planning Strategies To Work For You,
Call (954) 452-8813 Now,
OR
For A Free No Obligation Estate Planning Consultation.
If you need immediate tax assistance, the following Free consultation is available:
Sign up for a Free consultation and we'll even give you
Frank Gutta's book:
"Must Know Tax Tips for Small Business"
FREE!
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Retirement Planning Information
Frank Gutta, CPA has partnered with Fran Tarkenton, Hall of Fame quarterback and successful businessman. This partnership with Fran affords us the opportunity to bring safe retirement solutions to Broward County and wherever our clients live and do business.
