Trusts and Estate Planning Services

Burlington estate planning

At Associates in Accounting, PLC, a local Burlington, VT CPA firm, trust and estate planning is about more than just planning a will. For both businesses and individuals, wealth preservation requires proper planning with a qualified advisor. Our staff will get to know you and your financial goals to develop an efficient and worry-free plan for your estate so you can be confident your beneficiaries will receive assets with minimal taxation. We understand that circumstances can change throughout life, so we always make ourselves available to our clients for continued support.

Associates in Accounting, PLC is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then develop an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

Wealth Management Services in Burlington, VT

At Associates in Accounting, PLC, we'll help:

  • Define your estate planning goals
  • Develop an estate plan aligned with your goals
  • Prepare essential documents (wills, power of attorney, etc...)
  • Handle dealings associated with probate court
  • Provide management of your estate planning needs

Our estate and trust services include:

  • Estate planning
  • Trust planning
  • Living wills and trusts
  • Charitable trusts
  • Residence trusts
  • Estate tax returns
  • Gift tax returns
  • Tax problem resolution
  • ...and more

To learn more about the trusts and estate planning services provided by Associates in Accounting, PLC, give us a call at 802-878-9619 or request a free consultation to have someone on our staff contact you.