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Estate and Trust Planning and Administration
Estate 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 with 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.