Trust and Estate Planning Services

Dallas estate and trust planning

An estate plan plays an essential role in preserving wealth for the future. As experienced tax planners, we assist in reviewing and recommending estate planning options for individuals and business owners to safeguard their wealth. We review the tax planning strategies and implementation plans needed so that your beneficiaries are minimally taxed on your assets, and the funds will be transferred to them in an organized and timely manner. We'll work with your attorney on their drafting of the documents so that your estate plan is tailored to your desires, time frame, and financial situation to ensure that it is a proper reflection of your goals.

Perkins, Dexter, Sinopoli & Hamm, P.C. is devoted to delivering services with personal care. We believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about you before we start assisting with your plan. We then outline a plan that matches your particular needs and preferences, while protecting assets for your beneficiaries.

Estate Planning for Individuals and Families

  • Estate planning for individuals
  • Trusts
  • Charitable gifting
  • Trust and estate tax services
  • Business succession planning

Our Dallas, TX CPA firm is is interested in working to uphold the fiscal interests of our clients and their families. Contact us at 972-669-9730. Together we'll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.