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Trusts & Estates

Guiding people through their financial lives for over a quarter-century

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.

Take a moment to consider all of the services available to you:

  • Estate, trust and gift tax return preparation
  • Estate tax projections and review
  • Establishing and review of revocable trusts and wills
  • Trustee and personal representative assistance
  • Planning with charitable remainder trusts
  • Succession planning
  • Retirement planning
  • Planning with life insurance
  • Testing to insure that you qualify for small business and farm valuation rules
  • Valuation guidance