ESTATE & TRUST
At DePretis, our estate & trust clients have worked hard for many years to build their wealth. And for most, creating personal wealth is about far more than just personal financial security. They want to provide for the people and causes that they hold most dear.
At DePretis CPAs, we help you ensure that what you have worked for will help you positively impact what you care about the most. We believe in getting to know our clients, so that we can gain important insight into what drives them - allowing our team to align estate planning strategies with individual objectives.
Our estate and trust services are designed to help you protect your wealth and transfer as much as possible to your beneficiaries.
Our Estate & Trust Services Include:
- Estate, trust and gift planning
- Asset protection
- Estate, gift and fiduciary income tax return preparation/li>
- Charitable Planning