Estate Planning

A properly structured estate and trust plan not only impacts the futures of your beneficiaries, it provides you peace of mind that your spouse, children and business are all accounted for after you’re gone. Estate planning is complex, and it’s helpful to have the recommendations of an experienced CPA like CJBS to guide you through estate-related issues.

CJBS works closely with a variety of clients, from entrepreneurs to executive officers. Our estate planning results in enhanced financial management strategies that lead to financial security. CJBS explores all aspects of our clients’ current financial picture, gathering data, discussing future lifestyle aspirations, and examining life and financial goals in order to implement a strategy based upon specific objectives.

You’ve worked hard to build your wealth. Our estate tax planning professionals work hard to protect it for future generations.

Our estate planning services include:

  • Development of financial objectives and planning
  • Investment planning
  • Assistance in trust and will preparation