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Estates & Trusts

Helping You Plan and Administer Your Estate and Trust

At The Rehfeldt Group, P.A. CPAs, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

 Our Specialties

Estates & Trusts

At The Rehfeldt Group, P.A. CPAs, we specialize in estate, trust, and tax matters. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to...

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Churches & Religious Organizations

Churches face many challenges—from staffing to inefficient “back office” processes. Back office work, like accounting and administrative functions, is time-consuming and tedious in nature. The mere complexity of church fund accounting requires...

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Dermatologists

Our firm is committed to helping you achieve financial success. And because we understand the challenges that dermatologists face, such as increasing costs, healthcare reform and decreasing reimbursements, we are...

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