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Estate and Trust

Estate & Trust

Trinity Accounting Group provides all aspects of Estate Planning and Estate & Trust Administration.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. Estate tax planning at Trinity Accounting Group involves reviewing each client's current estate tax situation - including wills and trust documents - and developing an estate tax plan that will maximize the assets available for passing on to future generations. In this process, we consider:

  • The needs of the surviving spouse
  • Charitable inclinations
  • Insurance needs
  • Protection of family businesses
  • Use of trusts and/or family limited partnerships, etc.
  • Lifetime gifting
  • Other estate tax minimization and asset protection strategies

Trinity Accounting Group will assist you in formulating a specific plan to provide that your estate passes to your heirs with minimal tax consequences.


Employee Spotlight: John Delacruz

April's Employee Spotlight is John Delacruz, one of our Client Accounting Services staff. John is...


Trinity Accounting Group is continually searching for talented accounting professionals to join our young energetic team. Contact us if you are a motivated individual who seeks a challenging career with exposure to a diverse client base and areas of service.




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