Estate Planning and Trusts

Professional Advice on Estate and Trust Taxes

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.

We are available to handle all estate and trust tax-related matters. Call Diapoules & Feinstein CPAs and get a phone consultation from our team of experts.

Professional Advice on Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options.

Our focus is on helping you to make the choice that is most appropriate for your own financial situation.

If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.