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We offer a free consultation to local business owners. Please call us or complete our form and we will contact you. Call Us Now. 707-545-2026

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Financial Calculators

We offer over 130 financial calculators to help you find answers to many common financial questions or "what if" scenarios.

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Estate and Trust Planning and Administration

couple6.jpgEstate planning goes well beyond preparing a will. Whether for a business or individual, wealth preservation for future generations requires knowlegable trust planning and estate tax minimization strategies. The North Bay CPA firm of Snyder & Company has extensive experience with attorneys, trustees, insurance companies, investment advisors, and non-profit organizations.

With proper trust and estate planning, you can be confident your beneficiaries will receive assets withestate planning logo_small.jpg minimum taxation and at maximum ease. Snyder & Company will work with you to develop your goals and recommend a plan that meets your personal needs.

Some of our estate and trust services include:

  • Estate planning and consulting
  • Trust planning and consulting
  • Living trusts
  • Charitable trusts
  • Qualified Residential Trusts
  • Sub-trust funding
  • Estate tax returns
  • Gift tax returns
  • Succession planning
  • Business continuity plans
  • Buy/sell agreements

Want to discuss your estate planning options? Give us a call at 707-545-2026 today to arrange a free initial consultation