Trusts & Estates

At Burkhardt & Dawson we work to create an effective estate plan to assist with the transfer of your assets with minimized taxes and without complications. After building wealth and creating financial security for your loved ones, our CPA firm believes your wealth should be passed to your beneficiaries.

Having a trust in place may be a critical component of your estate plan. We provide trust consulting, tax preparation and planning services to assist in eliminating the unnecessary costs of probate, legal fees and court costs. We work together with your attorney to draft trust documents.

  • Strategic planning with an experienced CPA

  • Transition of your wealth to beneficiaries

  • Eliminate the unnecessary costs of probate

  • Minimize taxes with professional planning

We're here to help.

Trust us with your tax, accounting, and financial services needs.

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