Estates & Trusts

Proper estate planning allows our clients to provide for themselves now and their heirs in the future. C.W. Dunn and Associates, CPAs can advise you on tax strategy and gifting, and we collaborate with financial planners to offer you a complete plan for your estate or trust. Plan now to avoid costly tax penalties and maintain control of your assets.

• Strategy and Planning for Allocation of Assets

• Gifts and Charitable Contributions

• Tax-Strategic Succession Advisement

Call us for a consultation at (919) 542-5228.