Living wills and trusts
Living Wills and Trusts.
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Tax Season 2026
Wills, trusts, wealth transfers, charitable giving, and the tax strategy behind them. We’ll guide you through every step, so your family is never left guessing.
And the list is endless: state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment — to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
And we can help — every step of the way.
Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified assistance. You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself.
In all cases, estate planning ends up saving your family lots of time, heartache, and money.
Every situation is different. To help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations, and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.
Eleven specific outcomes we’ll walk you through, from first conversation to final document.
Clearly define your estate goals.
Organize and create your planning team (experts on law, finance, and taxes) if you need one.
Evaluate and recommend options.
Prepare, organize, and review your documents, including current wills, trusts, health care, and power of attorney.
Decrease the problems and expenses associated with probate.
Lessen taxes at the time of death.
Arrange for management of your estate in the event you are incapacitated.
Draft a working plan for conserving and effectively managing your estate after death.
Transfer the assets of your estate to heirs the way you want.
Organize fair and adequate liquidation of estate to cover taxes and other expenses.
Amend your plan as needed.
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
Living Wills and Trusts.
Lifetime Family Wealth Transfers.
Family partnerships and other business relationships.
Leaving money to charities.
Preparation for estate and trust tax problems.
Drop your details and a member of our team will reach back within one business day. The earlier you start, the more options you keep open.
Suncoast CPA Group
We respond same business day — and your conversation is always confidential.
Yes. Estate planning is about directing your assets, minimizing taxes and probate, and easing the burden on your family — regardless of net worth.
We handle the tax side — estate, gift, and trust planning and returns — and coordinate with your attorney on wills and trusts.
A will directs assets through probate after death; a trust can avoid probate, provide privacy, and control how and when assets are distributed. Many plans use both.
Review after major life events — marriage, divorce, births, deaths, a business sale — and whenever tax laws change significantly.