Trusts and Estates

Ensuring your assets are handled just the way you want

MBE CPAs / Services / Trusts and Estates

Trusts and Estates

Your legacy is unique, and having an effective estate and trust plan grants you the power of dictating how your assets are handled for future generations. We understand that creating an estate and trust plan can be overwhelming, and our estate and trust team are here to guide and support you through the process and ensure that your primary goals and wishes are accurately crafted and achieved.

Our proactive approach ensures that your income, gift and estate taxes are all taken into consideration when determining the best choices for your particular situation and vision. We will work with your financial planning providers and attorneys to create a collaborative, stress free process for you and your loved ones.