TRUST SERVICES
Securing Your Legacy

Trust, Estate, & Conservatorship Administration Services

Managing trusts and estates requires careful planning, precision, and a trusted partner to ensure your legacy is secure. At Moss & Yantis, CPA, we provide expert trust and estate administration services, helping families and individuals manage assets, minimize tax burdens, and ensure compliance with legal obligations. From trust administration to overseeing conservatorships, we work with your attorney to tailor guidance and support that can help protect your financial future.

Planning for the Future

Tailored Trust & Estate Solutions

We understand that every family and business has unique goals when it comes to estate planning. Moss & Yantis works with you to create customized trust solutions, ensuring that your assets are properly managed, taxes minimized, and wishes honored.

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Estate tax planning and minimization
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Trust administration, including asset management and compliance
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Wealth transfer strategies
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Charitable trusts and foundations
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Tailored solutions for minimizing tax liabilities and ensuring financial protection
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Conservatorship support for managing assets of those unable to do so

The Importance of Trusted Advisors

Trust services require careful planning and expert management to ensure that your wishes are honored and your beneficiaries are protected. At Moss & Yantis, CPA, we are committed to providing you with the highest level of trust administration and estate planning expertise. With our team by your side, you can rest assured that your financial legacy is in good hands, allowing you to focus on what matters most—your family and your future.

Here are some answers to things people ask the most

  • How can Moss & Yantis help with trust administration?

    We assist with all aspects of trust administration, from managing assets to ensuring that the trust operates according to legal and tax requirements.

  • What are the benefits of estate planning with a CPA firm?

    Estate planning with a CPA ensures that your estate is structured efficiently for tax purposes while also protecting your assets and honoring your wishes.

  • How do I know if I need a trust?

    Trusts are useful for managing complex estates, protecting assets, and ensuring seamless wealth transfer. We can help you determine if a trust is the right tool for your financial goals.

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