Estate and Trust Accounting

At Michael & Company, CPA we know that good estate planning is more than just having a will. It’s about having a comprehensive plan to protect, grow and preserve your wealth and assets for future generations. Our Fresno CPA firm has extensive experience developing estate and trust plans, planning for business continuation, wealth planning and minimizing estate taxes. Our estate planning services will maximize what your beneficiaries receive and give you peace of mind.

When you work with Michael & Company, CPA, we will meet with you to discuss your goals and objectives then recommend strategies for developing a plan that meets your needs. We offer a free initial consultation to get started.

Learn more about our estate and trust services.

Experienced estate and trust services

• Preparing a comprehensive estate plan
• Estate planning
• Estate tax returns
• Gift tax returns
• Trust planning and charitable gifting
• Succession planning and business continuation
• Buy/sell agreements
• Valuation services
• Preparing your trust for ease of administration
• Ensuring proper documentation, funding and accounting
• Assistance choosing other professionals like attorneys, life insurance professionals, trust officers, and financial planners

Let us help you plan for your future and protect your assets. Call us at 559-436-8907 today to discuss our estate and trust accounting services