Trusts and Estate Planning Services

Wealth Management Services in Miami, FL

Miami trust and estate planningAt Yeager Sherburne CPA LLC, a local Miami, FL CPA firm, trust and estate planning is about more than just planning a will. For both businesses and individuals, wealth preservation requires proper planning with a qualified advisor. Our staff will get to know you and your financial goals to develop an efficient and worry-free plan for your estate so you can be confident your beneficiaries will receive assets with minimal taxation. We understand that circumstances can change throughout life, so we always make ourselves available to our clients for continued support.

At Yeager Sherburne CPA LLC, we'll help:

  • Define your estate planning goals
  • Develop an estate plan aligned with your goals
  • Prepare essential documents (wills, power of attorney, etc...)
  • Handle dealings associated with probate court
  • Provide management of your estate planning needs

Our estate and trust services include:

Estate planning Trust planning Living wills and trusts
Charitable trusts Residence trusts Estate tax returns
Gift tax returns Tax problem resolution ...and more

We also provide services specifically for business clients, including:

Succession planning Business continuity plans Business valuation

To learn more about the trusts and estate planning services provided by Yeager Sherburne CPA LLC, give us a call at 305-444-2727 or request a free consultation to have someone on our staff contact you.

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accounting consultationWe offer a free consultation to local business owners. Please call us or complete our form and we will contact you. Call Us Now. 305-444-2727

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