Estate & TrustPlanning
Build a Legacy You Can Be Proud Of
Thoughtful, Customized Estate and Trust Planning Services for Individuals, Families, and Business Owners
Estate Tax Planning
Develop strategies to minimize federal and state estate tax exposure
Trust Structure Consultation
Design and implement revocable, irrevocable, charitable, or generation-skipping trusts
Succession Planning for Business Owners
Ensure your business passes to the next generation—or key stakeholders—seamlessly and tax-efficiently
Gifting Strategies
Create annual and lifetime gifting plans that preserve wealth while achieving personal goals
Charitable Giving & Foundations
Incorporate philanthropy into your legacy through donor-advised funds, foundations, or charitable trusts
Asset Protection
Safeguard business assets and personal wealth from litigation or claims
Estate Plan Reviews & Updates
Ensure your plan remains compliant with changing tax laws and personal circumstances
Why Estate and Trust Planning Is Essential
Estate and trust planning isn’t just about preparing for the future—it’s about protecting everything you’ve worked to build.
Our clients count on us for guidance that goes beyond compliance. Without a plan, your assets may be subject to unnecessary taxation, probate delays, or disputes among heirs and stakeholders. Working closely with you, your legal counsel, and your financial advisors, our team will help you create a personalized estate plan that:
- Minimizes estate, gift, and income taxes
- Ensures business continuity and succession
- Protects assets from creditors or lawsuits
- Provides peace of mind for your loved ones
- Reflects your personal values and philanthropic goals
Tailored to Your Industry
Family-Owned Construction and Manufacturing Firms preparing for generational hand-offs
Tech Entrepreneurs navigating equity compensation and IP ownership
Nonprofit & Association Leaders managing foundation bequests or planned gifts
Real Estate Investors & Developers preserving complex portfolios for future heirs
Pharmacy Owners & Professional Service Firms ensuring smooth ownership transitions
Hospitality and Retail Owners aligning estate strategies with brand and asset longevity
Preserve Your Wealth & Plan With Confidence
- Serving individuals, families, and business owners
- Trusted by professionals in multiple industries to provide tax-smart planning and peace of mind
- Focused on preserving wealth, aligning with values, and supporting next-generation success
Request a Confidential Consultation with Berndt CPA and take the next step in protecting your legacy.
