San Diego Certified Public Accounting Firm Since 1983

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Estate, Gift and Trust Tax

Estate & Trust Tax Preparation

Estate, gift and trust tax laws are constantly in flux. Our firm can review and assess your current estate strategy based on existing laws or we can help you create a strategy that meets your specific needs.

Whatever your goals – minimizing estate and gift taxes, providing security for a surviving spouse or facilitating the orderly transfer of assets to your beneficiaries – we will work directly with your attorney and/or financial planner to make sure those goals are met.