Estate and Trust Services
At Donna-Maria Johnson, CPA, P.A., a Miami CPA firm, we provide a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to simplify the process for you by providing comprehensive wealth management and asset protection services for U.S. and international families.
- Estate tax planning
- Estate and trust administration
- Trusts -- irrevocable, marital, living, and land trusts
- Trustee services
- Gift services
- Fiduciary compliance
- Retirement planning
- Asset protection
- Corporate executor services
- Established relationships with attorneys and banks
- Ongoing administration services
- All related tax services and filings
Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer wealth of family businesses in an equitable manner over the past two decades. Since we totally understand both the human and financial elements involved with these transitions, our clients call us when they need a Miami certified public accounting firm.
To learn more about how we can assist your business, contact us at 305-441-8066 and ask for Donna-Maria Johnson.