Trust and Estate Planning Services

Naples estate and trust planning

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.

The CPA Group of Naples is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

Estate Planning for Individuals and Families

  • Estate planning for individuals
  • Trusts
  • Charitable gifting
  • Trust and estate tax services
  • Business succession planning

Our Naples, FL CPA firm is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 239-325-1855 for a free consultation. Together with your legal and investment professionals we work to develop estate plans that reflect your personal goals, so you can face your financial future with confidence.