Estates & Trusts Petaluma, CA
Wealth preservation and asset protection services
North Bay CPA, the Petaluma accounting firm of Scott R. Stroud CPA offers effective estate and trust planning to individuals and businesses to provide financial security for future generations. Our experience in estate and trust planning is evident in the numerous clients we serve and the generations we have helped bridge.
Our role is to assist you in navigating the complex and shifting tax laws to facilitate the transfer of your assets and minimize the tax liability of your heirs and beneficiaries.
Our estate planning-related services include but are not limited to:
- Estate tax planning
- Tax return preparation
- Estate and trust administration
- Trustee services
- Generation-skipping tax transfers
- Retirement planning
- Asset protection
- Succession planning
Our trust-related services include but are not limited to:
- Trust planning
- Irrevocable trusts
- Marital trusts
- Living trusts
- Land trusts
- Charitable trusts
Together, we work with you, your attorneys, and insurance companies to provide comprehensive wealth preservation and asset protection. We’d be happy to discuss the specialized needs of your particular situation, contact North Bay CPA or call our office at (707) 559-5380 to schedule a free consultation.