ADVISORY Services
Estate Planning
The estate planning team at Barnes Wendling CPAs helps clients develop estate plans and trusts that align with finances, protection of heirs, and fulfill asset distribution to individuals and charities as intended.
plans that protect heirs while aligning with clients' finances
Our estate planning service helps clients develop estate plans and trusts that align with finances, protection of heirs, and fulfill asset distribution to individuals and charities as intended. In addition, we ensure plans and actions minimize estate tax implications, and reviews considerations including methods of ownership. We often serve as executors or trustees, working with our clients and their legal counsel.
Estate Planning is a component of our BRISE Planning Model.