Estate and Trust Tax Planning

Over 60 Years' Experience | CPA-Certified Professionals | Free 30-Minute Consultation

Over 60 Years' Experience
CPA-Certified Professionals
Free 30-Minute Consultation

Enlist Professional Help When Paying Estate Taxes

When a loved one passes away, the last thing your family wants is to enter into the complicated realm of probate and estate law. Avoid a tricky legal situation with well-planned estate or trust tax documentation from Copeland, Miranda & Benner, CPAs, An Accountancy Corporation.

Our experienced professionals will work with your duly qualified attorney to draft key documents like wills, life insurance trusts, testamentary trusts, and trusts that might be needed to achieve goals for your family or benefactors.

With over 60 years of combined experience, we are your expert source for information on estate and trust taxes.

Ensure You're In Compliance With All Legislation

Successfully plan your retirement taxes -

With Copeland, Miranda & Benner, CPAs, An Accountancy Corporation helping you develop your retirement plan, you'll get advice on how to mitigate potential tax impact on liquidation and transfer of assets, particularly those between spouses but also for residual heirs as well, so more of your funds wind up in your pocket, no lost to taxes!

Keeping you on the safe side of the law -

Due to the varied nature of the assets tied to your estate, it's key that local, state, and federal statutes are followed when planning taxes. We will ensure that your tax plan is drawn up to the letter of the law, minimizing your audit risk.

Minimize your tax obligations -

Our overall goal is to minimize your tax burden and audit risk, so more of your assets go to your family and heirs, not to taxes! Choose our team for professional estate and trust tax planning you've been searching for.