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Estate and Trust Planning

Tax Planning and Compliance Services

Planning your legacy.

Estate planning in today’s complex economic environment can seem daunting, but is ever more crucial. Whether your assets are sizeable or modest, not planning for their preservation can be a costly oversight.

Wegner CPAs’ skilled estate planning experts make the process of ensuring your legacy approachable and seamless. By listening to you and really understanding your goals, our team will create an estate plan that ensures your assets are distributed exactly in the manner you wish, with the least amount of tax penalty. Further, during your estate planning process, our staff will help you lay a foundation for the care and guardianship of minor children in a comfortable and manageable way.

One of the most common methods of organizing your estate is through the creation of a trust. A trust can be structured in many ways and our estate planning experts can help you create an estate plan most suitable for your personal circumstances.

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Providing estate and trust planning services to ensure preservation of your assets for generations to come.

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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.


We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.