Trusts and Estates

Protecting Your Assets for Future Generations

To maximize your legacy and minimize federal, individual or estate taxes, Wiebel Hennells & Carufe, PLLC a local CPA firm, works with you and your estate attorneys and financial planners when it comes to Estate and Trust Planning and Accounting. Estate planning is not just about having a will or a trust. It’s having the appropriate tools in place to facilitate the transfer of your assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes, while assuring that your wishes are carried out as you intended.  It is our goal to ensure your family, the charitable causes you support and your beneficiaries will receive their intended inheritance with a minimum of estate and gift tax liability. 

 Business estate planning helps facilitate a smooth transitioning minimizing the stress of ownership succession; whether it is to the next generation, to the employees or to an outside party.

 Trusts are also an excellent vehicle to protect your assets in your lifetime and allow for your assets to go to their intended beneficiaries and potentially avoid probate.

 WHC is the perfect balance of big-firm expertise and personal service. With over 30 years of experience handling issues that are specific to trusts and estate accounting in Bonita Springs, Naples, Estero and Fort Myers helping clients getting trust and estate planning right according to their individual goals and specific circumstances.

Our Estate Planning Services

  • General estate and trust planning
  • Trustee services
  • Tax planning for new wills
  • Gift Giving and Lifetime Allocations
  • Tax Preparation and Planning of Charitable Remainder Trusts
  • Tax Preparation and Planning of Grantor Remainder Trusts
  • Tax Preparation and Planning of Marital Residual Trusts
  • Tax Preparation and Planning of Grantor Revocable Trusts
  • Tax Preparation and Planning of Special Needs Trusts

Give us a Call Today

To learn more about WH&C, CPA’s Tax Preparation and Tax Planning Services please give us a call at 239.992.6211 or send us an e-mail, and one of our partners will meet with you for a free 30 minute consultation.