Estate & Trust Planning

Thoughtful estate planning can have a positive impact for generations. It can minimize your tax burden, preserve family wealth, protect assets, provide long-term financial security for beneficiaries and help you achieve charitable objectives. In addition to providing a range of estate and trust services, our team works with attorneys and other estate and trust professionals to ensure you have a solid plan for today and tomorrow.

  • Estate planning and administration
  • Business succession planning
  • Preparation of estate, gift, fiduciary and charitable trust income tax returns
  • Trust administration and accounting
  • Charitable giving strategies, including private foundations
  • Family Office

For additional information on Estate & Trust Planning at Hayashi Wayland, please contact James Stiles, CPA. We respond promptly to all inquires and look forward to hearing from you!

jstiles@hw-cpa.com

(831) 624-5333

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