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SERVICES

TRUSTS ESTATES

SCOPE

TRUSTS ESTATES

SCOPE

Preserve Your Legacy

Trusts and estates are evolving in response to changing tax laws and client needs to navigate tax planning and wealth transfer, adapting to changing laws and alternative assets.
of Trusts Are Created to Avoid Estate Taxes and Preserve Wealth
45 %+
of Estate Settlements Face Delays Due to Poor Planning or Disputes
30 %+
of Family Businesses Fail to Reach the Second Generation Due to Lack of Succession Planning
58 %+
of Estates in Probate Lose Wealth Due to Delays, Fees, and Taxes
80 %

OUR EXPERTISE

Expert Guidance for a Peaceful Future
We provide expert guidance in estate planning, trust administration, tax planning, probate, and asset protection to help clients navigate complex legal and financial matters.
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ADDITIONAL INSIGHTS

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Knowledge

At Applied Accountancy, our team is dedicated to providing comprehensive guidance and expert advice on all aspects of trust and estate planning. From customized trust agreements to will preparation, probate avoidance strategies, and estate tax planning, we help individuals and families protect their assets and ensure the smooth transfer of wealth to future generations. Our experienced attorneys also provide trust administration services, including investment management, tax compliance, and distribution of trust funds. Additionally, we offer dispute resolution services to resolve any conflicts that may arise related to wills, trusts, and estates.

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