Estate and Trust Accounting

At Yanez & Company, a Fort Wayne CPA firm, we provide a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to simplify the process for you by providing comprehensive wealth management and asset protection services for U.S. and international families.
    

    Estate tax planning
    Estate and trust administration
    Trusts - irrevocable, marital, living, and land trusts
    Trustee services
    Gift services
    Fiduciary compliance
    Retirement planning
    Asset protection
    Corporate executor services
    Established relationships with attorneys and banks
    Ongoing administration services
    All related tax services and filings

Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer both the human and financial elements involved with these transitions, our clients call us when they need a Fort Wayne certified public accounting firm.