Estate Planning and Administration Services
At Davis, Davis & Associates, a Pittsburgh CPA firm, we provide a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to simplify the process for you by providing comprehensive wealth management and asset protection services. To learn more, visit our estate planning website.
Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer wealth of family businesses in an equitable manner. Since we totally understand both the human and financial elements involved with these transitions, our clients call us when they need a Pittsburgh CPA firm.
Our estate planning and administration services include:
- Estate tax planning
- Estate and trust administration including court accountings
- Trusts - irrevocable, marital and living trusts
- Trustee services
- Gift services
- Fiduciary compliance
- Retirement planning
- Asset protection
- Assist attorneys with estate administration services
- Established relationships with attorneys and banks
- Ongoing administration services
- All related tax services and filings including estate tax returns, PA inheritance tax returns and fiduciary income tax returns
To learn more about how we can assist your business, contact us at 412-391-2226 and ask for Howard. You can also request a FREE consultation online.