Estate and Trust Services
Contact: Byron Smith
Phone: (727) 821-6161 x 247
Email: bsmith@gsscpa.com
Experience
Effective estate and trust planning is a critical step along the path to securing your future. Long term financial security is everyone’s goal and we can help lead you through the complex decisions you must make to maximize wealth accumulation, minimize tax liability and ensure your heirs receive the maximum asset distribution.
Services
A periodic review of your estate plan is essential to ensure that it will continue to meet your needs. Estate planning may require the help of several advisors such as your attorney, insurance agent and banker. As your accountant, we will work with your advisors and coordinate a team approach to planning for you. Some of the many services and consultation we provide include the following:
- Business succession planning
- Retirement planning
- Wealth accumulation
- Asset distribution and management
- Gifting to family members and charity
