Trust and Estate
Tax Planning Services
Protect your legacy. Minimize taxes. Pass on wealth with peace of mind.
At Straight Talk CPAs, we help individuals and families create smart, tax-efficient strategies for transferring wealth. Whether you're preparing to leave assets to loved ones, support a cause, or reduce estate tax exposure, our
Trust & Estate Tax Planning services make the process simple, clear, and aligned with your values.
What We Help You Do
Estate planning is more than just documents. It’s about protecting what you’ve built and making sure your wishes are carried out—without unnecessary tax burdens. Our team helps you:
- Minimize federal and state estate taxes
- Structure gifts and trusts for maximum impact
- Preserve wealth across generations
- Avoid probate issues and delays
- Plan charitable giving with tax efficiency
Included in Our Advisory Packages
Trust and estate planning support is included in our Thrive and Enterprise advisory packages for business owners, high-net-worth families, and multi-entity households who need coordinated long-term strategies. If legacy and intergenerational wealth planning are on your radar, we’re your trusted partner.
Why Choose
Straight Talk CPAs?
Expertise That Matters
Our CPAs and tax professionals specialize in estate tax strategy. We stay current on ever-changing laws, exemptions, and gifting rules to help you plan with confidence.
Personalized
to You and Your Wishes
We take time to understand your goals—whether it’s caring for family, donating to causes, or simply avoiding unnecessary taxes. Your plan is designed to reflect your values and protect your legacy.
Comprehensive Planning
We guide you through estate and gift tax strategies, irrevocable trusts, charitable foundations, succession planning, and more. Nothing is overlooked.
Clear, Caring
Communication
We make the complex simple. You'll get clear explanations, step-by-step guidance, and a supportive team that helps you make informed decisions every step of the way.
How It Works
Discovery Consultation
We begin with a thoughtful conversation to understand your goals, financial picture, and any existing estate plans or concerns.
Tax Strategy & Legacy Plan Design
We analyze your financial and legal landscape, identify areas for tax savings, and create a personalized estate tax plan that aligns with your wishes.
Implementation
We work with your attorney (or bring in a trusted partner) to execute your plan, including setting up trusts, updating documents, and coordinating filings.
Ongoing Monitoring
As laws or life circumstances change, we help you adjust your plan so it remains effective and up to date.
Let’s Build Your Legacy—Together
We’ll help you protect your assets, reduce estate taxes, and create a lasting impact for the people and causes you care about.
FAQ
Testimonials From Clients
"Salim and his team at Straight Talk CPAs are proactive professionals who add value to your financial picture. Unlike most accountants who focus on historical data, Salim takes a forward-thinking approach. His consultative and refreshing style of operation sets him apart."
Matt Del
“The team at Straight Talk CPAs are outstanding! Salim and his team go above and beyond. They’re thorough, professional, and truly care about their clients.”
Gaelle Mair
“I’ve been a client for many years. They are friendly, knowledgeable, and always looking out for my best interests. Highly recommended.”
Henry Rodriguez
Let’s Build Your Legacy—Together
We’ll help you protect your assets, reduce estate taxes, and create a lasting impact for the people and causes you care about.
