FMA C.P.A. Supports our Client’s Estate Planning Needs.

Estate & Trust Planning

Legacy…

Estate planning goes well beyond planning a will. Whether for a business or individual, wealth preservation for future generations requires knowledgeable trust planning and estate tax minimization strategies. FMA, C.P.A. has extensive experience with estate and trust planning which includes succession planning, business continuity plans, charitable trusts, estate tax returns and more. With proper trust and estate planning, our clients are confident their beneficiaries will receive assets with minimum taxation with  maximum ease.