Estate
& Trust
Planning

We remove the uncertainty and provide you the confidence that your estate is protected and will be administered according to your wishes.

At our CPA firm we are personally committed to helping you navigate the financial and sometimes emotional components of Estate and Trust Planning.  Estate gifting options are also available.

We are experts well educated on the intricacies of gifting rules to ensure you are protected and maximize your gifting. We provide comprehensive wealth management and asset protection services for U.S. and international families in need of help.

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 30 years and work to ensure your wishes are accurately carried out.

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

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

A Small Business Growth Strategy for Fort Lauderdale Business Owners

We really loved watching the Olympic games the past few weeks. There was so much to see, be inspired by, and even something to learn about growing a small business.Yep, you read that right. Hear me out…It’s so hard to appreciate the amount of training and work that...

A Financial Systems Check-Up For Your Fort Lauderdale  Business

Your Fort Lauderdale business obviously makes and spends money. The pluses and minuses add up (you hope) to being able to stay in business, and a look at the books tells you if your Fort Lauderdale business is doing okay or headed for trouble.What are your books...

Frank Gutta’s Insights on Reducing Business Expenses

No matter how far around the block customers are waiting, in business, only one line counts.The bottom one.That’s why reducing business expenses is critical.Getting a grip on the costs of doing business brings you benefits both short- and long-term. “Cost controls”...

Frank Gutta’s Business Negotiation Skills FTW

Alright Fort Lauderdale business owners, we’re going to move aside from tax-related things today (though there will be PLENTY to talk about as Congressional plans unfold) ... and circle back into the nitty-gritty of how business works and share with you some business...

Frank Gutta’s Insights on Financial Planning for Business Owners

Last weekin the start of my series on financial planning for business owners, I got a little carried away by all of the talk of "independence." So, I took the opportunity to ask you a simple question:Are you achieving the independence you want in your business?But...

Thoughts on How Fort Lauderdale Business Owners Can Achieve Business Solvency

With our nation celebrating its 245th birthday on Sunday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about:Are you achieving the independence you wanted in your business?As you know,...

Frank Gutta’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Fort Lauderdale. And I would argue it’s been doubly so for Fort Lauderdale business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So,...

Frank Gutta’s Tips for How to Raise Your Prices Properly

Did you hear the news from last week’s inflation report?Consumer prices increased more than 5% between May 2020 and May 2021.Given the Federal Reserve’s 2% inflation target, that’s a pretty steep increase.Have you taken a look at your own cost of doing business...

Frank Gutta’s Tips for Building a Business Emergency Fund

Pretty sure I've said this before.I'll likely say it again, too.If there’s one thing the past year has taught business owners, it’s that the "unexpected" can occur at any time.Managing your Fort Lauderdale business during good times is hard enough; rough times make it...

How To Digitize Your Business by Frank Gutta

It seems as if the world is getting drenched in tech. It’s literally falling from the sky (we’re looking at you, rocket boosters).Because there is so much technology around us, it can be easy to become numb to it. We can quickly start to view it as just a “thing”...