Estate and Trust Planning

At Parkside CPA, we believe that the first step in developing an estate plan is listening. Listening develops trust and helps our team get to know you and your goals for the future. For planning and guidance built around your particular needs, you can count on Parkside CPAs. We listen to you, then recommend strategies for developing a plan that meets your needs.

An estate plan plays an essential role in preserving wealth for the future. As experienced financial professionals, we specialize in creating estate plans for individuals and business owners to safeguard their wealth. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we’ll tailor it to your desires, time frame, and financial situation to ensure it’s a true reflection of your goals.

Estate and Trust Planning

How we help with your estate planning

  • Business succession planning
  • Planned giving programs
  • Retirement planning
  • Estate and trust tax planning and compliance
  • Estate and trust administration

schedule your consultation

Contact us for a consultation by giving us a call at (530) 345-1728 or simply fill out the form below to schedule your estate and trust planning consultation with the Parkside CPAs team.

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(530) 345-1728

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