Preserve and Protect the Vision for Your Legacy

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

Estate Planning Team

Jeff Neuman Director and President Headshot Jeffrey D. Neuman CPA, J.D. · Director and President
Floyd Trouten Director Headshot Floyd A. Trouten III CPA · Director
Don Zwilling Director Headshot Donald F. Zwilling CPA, ABV · Director
Association of Internal Certified Professional AccountantsCPA Associates InternationalSmart Business World Class Customer Service AwardBusiness LongevityInside Public Accounting Top 300 FirmsMember of Exit Planning InstituteNC99 Logo