Estate & Trust Planning

Estate and Trust Services

Taking Control of Your Legacy

Are you leaving your legacy up to chance? Do you want your wealth to go to family members or a beloved charity? Determining how to preserve your wealth can sometimes feel overwhelming; however, failing to set up a proper plan could mean your legacy won’t be up to you. Our knowledgeable team of accounting professions are experienced in all aspects and issues that are unique to estates and trusts. Estate and trust accounting can be very complex and requires a detailed understanding of federal and state taxation issues. We understand both the emotional and financial elements involved. Our estate and trust team have the knowledge and ability to work with you and your estate and trust attorney to plan your estate to minimize both income and estate taxes. In addition, we offer a wide range of related services including probate accounting, annual trust income tax return preparation, and gift and estate tax return preparation. Better planning now can lead to more dollars for your designated beneficiaries.

Trust WNDE for Your Accounting and Advisory Needs

With more than 90 years of experience providing high-quality audit, tax, and management advisory services, White Nelson Diehl Evans is eager to help you reach your full financial potential. Our mission is to deliver quality, integrity, and balance in all aspects of client service. We achieve this mission by seeking to gain a complete understanding of your goals and aspirations, then we work tirelessly to help you achieve them. It’s as simple as this—at WNDE, your  success is our success.

Simplifying the Process

Ben Franklin said “…in this world nothing can be said to be certain, except death and taxes.” At WNDE, we believe you should plan for both. Our Estate and Trust team is uniquely skilled to guide you through the planning process to ensure you are maximizing the amount of wealth you leave behind.

Contact us today to discuss how we can help you design a plan centered around your goals.

What Can You Expect?

When you partner with WNDE, you will receive customized services to fit your
individual needs. We offer a full range of services tailored to estate and trust
planning, including:

  • Business and exit strategies
  • Business discount analysis
  • Cash management and saving
  • Family and charitable gifting
  • Life insurance analysis
  • Multi-generational estate planning
  • Tax planning and compliance