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Pensacola, FL CPA firm

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Trust & Estate Planning Services

Trust and Estate Planning

The aim of trust and estate planning is to develop a practical financial plan that will preserve wealth and transfer it to future generations with minimal tax consequences. Turner CPA Advisors, PA has solid experience in estate planning techniques and is a valuable resource in developing a practical estate plan tailored to your desires, time frame, and financial situation. As experienced financial professionals, we play a crucial role in effective trust and estate planning for individuals and business owners. Our Pensacola, FL CPA firm is deeply invested in protecting the interests of our clients and their families. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner.

We firmly believe that the most important step in developing an estate plan is listening, because your plan should match your personal goals and priorities. That's why we take the time to learn all we can about each of our clients and then outline a plan that meets their particular needs, while protecting assets for their beneficiaries.

Estate Planning for Individuals and Families

  • Estate planning and tax minimization strategies
  • Estate and trust administration
  • Trusts
  • Family cash flow budgeting and analysis
  • Long-term budgeting for maximum long-term income
  • Income tax reducing strategies
  • Retirement planning, 401k, profit sharing and SEP/IRA plans
  • Investment analysis
  • College planning

Assuring you experience a financially secure retirement is up to you, but you don't need to do it alone. Our Pensacola CPA firm can help you navigate these important decisions. Call us today at 850-438-4669 and ask for Jeff Turner to discuss your business needs with an experienced Pensacola CPA.