Trusts and Estates

CPA services designed especially for wealth and succession planning can maximize the value of the assets you intend to pass along.

 Our Trusts and Estates services can help you with the difficult decisions of what to do with your assets now and after you’ve passed on. We’ll sort out your accounts and work with you on a strategic plan to preserve your family’s assets and assure long-term financial security for heirs and beneficiaries.

If you are a trust fiduciary, you may also be wondering how to navigate the new complexities of tax reform. Will your trust or estate still operate as planned under the new law? Professional accountants who have studied the new law can address those uncertainties, avoiding your risk of penalties for noncompliance.

Acting as your CPA for trusts and estates here in the Wilmington area, we can collaborate with your estate attorney on a holistic approach to your trust and estate planning, resulting in a solid foundation for your family’s future.

How Adam Shay CPA, PLLC services can help you:

  • Family succession planning and implementation
  • Charitable giving arrangements and estate planning for your heirs
  • Preparation of Forms 1041 and 706

We offer several options for trust and estate accounting services in the Wilmington, NC region. To learn more and ask about a complimentary consultation, contact us today.
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