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Estate and Trust Planning

New York estate and trust planningEstate planning goes well beyond planning a will. Whether for a business or individual, wealth preservation for future generations requires knowledgeable trust planning and estate tax minimization strategies. New York, NY CPA firm Kempa & Company CPAs LLP has extensive experience with estate and trust planning which includes succession planning, business continuity plans, charitable trusts, estate tax returns and more.

With proper trust and estate planning, you can be confident your beneficiaries will receive assets with minimum taxation and at maximum ease. Kempa & Company CPAs LLP will work with you to discuss your goals and recommend a plan that meets your personal needs.

Our estate and trust planning services include:

  • Estate planning
  • Trust planning
  • Living trusts
  • Charitable trusts
  • Residence trust
  • Estate tax returns
  • Gift tax returns
  • Succession planning
  • Business continuity plans
  • Buy/sell agreements
  • Valuation services

Want to discuss your estate planning options? Give us a call at (800) 477-5857 today to schedule your free initial consultation