Estate Planning

Let’s maximize family wealth and minimize taxes.

You’ve worked hard to earn your wealth; we’ll work hard to protect it. The Innovative CPA Group can help simplify your personal estate planning — from multigenerational wealth transfer to trust monitoring to strategic gifting and more. If you need help making sense of your estate planning, you can rely on our team every step of the way.


Rely on our team to work in tandem with attorneys and financial advisors to provide fiduciary counseling.

Determine long-term needs while receiving financial solutions, including trust implementation and retirement plans.

Get help with trust administration and strategic gifting from a team with over 30 years of experience.