Estates & Trusts Petaluma, CA

Wealth preservation and asset protection services

North Bay CPA, the Petaluma accounting firm of Scott R. Stroud CPA offers effective estate and trust planning to individuals and businesses to provide financial security for future generations. Our experience in estate and trust planning is evident in the numerous clients we serve and the generations we have helped bridge.

Our role is to assist you in navigating the complex and shifting tax laws to facilitate the transfer of your assets and minimize the tax liability of your heirs and beneficiaries.

Our estate planning-related services include but are not limited to:

Estate tax planning
Tax return preparation
Estate and trust administration
Trustee services
Annuities
Generation-skipping tax transfers
Retirement planning
Asset protection
Succession planning

Our trust-related services include but are not limited to:

Trust planning
Irrevocable trusts
Marital trusts
Living trusts
Land trusts
Charitable trusts

Together, we work with you, your attorneys, and insurance companies to provide comprehensive wealth preservation and asset protection. We’d be happy to discuss the specialized needs of your particular situation, contact North Bay CPA or call our office at (707) 559-5380 to schedule a free consultation.