Preserve and Protect the Vision for Your Legacy

A careful and thorough estate plan is crucial to protect your family and the distribution of your assets to the individuals or charities you desire in the manner and time frame you select. Our professionals will work with you and your legal counsel to develop an estate plan that considers all aspects of your financial situation to protect your legacy for the future.

Estate Planning Team

Jeffrey D. Neuman CPA, J.D. · Director and President
Floyd A. Trouten III CPA · Director
Association of Internal Certified Professional AccountantsCPA Associates InternationalSmart Business World Class Customer Service AwardBusiness Longevity