Trust & Estate Planning Services

Developing an estate and/or trust plan is vital to preserve and protect your estate following your death. Whether you are planning for your loved ones, your favorite charities, the transfer of property, the transition of your company, or want to implement the tax code benefits available under federal and state law, Matthew S. Abrams, CPA (MSA), can assist with all financial and tax aspects. We have over 40 years of experience serving clients with trust and estate planning services.

Why are we so committed to this process? We want to take the stress out of tax matters so you can focus on preserving your legacy.

Why Choose Us For Your Trust & Estate Planning

There are many service providers, but clients from the U.S. and throughout the world choose MSA for the best trust and estate planning services. Why are we chosen?

Our decades of experience reflect the team’s ability to manage all types of estate and trust planning tax situations. We are here for you, whether your finances and returns are complex or simple. 

Every trust and estate is unique. MSA offers personalized services to clients and listens actively to understand each one’s needs. 

Managing finances and filing taxes is all about the details. We review documentation carefully to ensure compliance and accuracy. 

Trust & Estate Planning Services We Offer

We provide trust and estate planning services to U.S. and global clients, whether individuals or businesses. MSA can help you protect your assets and secure your family’s future. Here are some of the services we offer you: 

Wills and trusts reflect your personal preferences. MSA’s services ensure the trust or will’s tax-related responsibilities are promptly attended to and accurate.

Although Florida does not have estate and gift taxation, there are federal taxes. We use our expertise to guarantee all tax returns are accurate and compliant without being detrimental to you.

The classification of assets as separate property or community property can impact the estate planning process. Our knowledge will help guide you.   

Married and unmarried couples face diverse challenges regarding the financial and tax aspects of trust and estate planning. MSA has the professional expertise you need.

Utilize the taxation laws on charitable giving optimally as a corporate or individual donor with the assistance of the MSA team.

MSA uses our decades of tax experience to protect your trust or estate and ensure your legacy continues.

Minor and special needs family members must be protected with a trust optimized for taxation. We work with you to achieve this. 

What Sets Us Apart

We are committed to providing the trust and estate planning services you need. How do we achieve this?

We communicate with you every step of the way in plain English and are always available when you have questions about trust or estate planning.

Your time is valuable. We respect that and prepare your financial documentation and tax returns quickly and accurately. 

MSA does not compromise on confidentiality. We manage your information with discretion and follow strict protocols to protect your data. 

How Our Process Works

We like to keep things simple at MSA. Here is the process we follow when you choose us for the best trust and estate planning services: 

Initial Consultation

We learn more about your estate or trust during an in-person meeting at our Hollywood, FL, office. We can also meet virtually. 

Document Collection

We receive the necessary information and documentation from you. MSA will guide you through the process if you are unclear about what is required. 

Tax Preparation

The MSA team will start to prepare your taxes. Every credit and deduction is considered for the benefit of your trust and estate.

Review and Approval

Once all documentation is ready, we review it with you. We want you to be satisfied with the final return. 

Filing

We file your estate or trust taxes electronically and provide proof of submission. Any refunds will be given to you as quickly as possible. 

Ongoing Support

Do you need help with other tax planning matters? We are available throughout the year to answer your questions, not just during tax season. 

FAQ’s 

Let Us Handle Your Trust and Estate Planning Matters

Managing trust and estate financial and taxation matters doesn’t have to be complicated. When you work with Matthew S. Abrams, CPA, you’re getting a partner who’s dedicated to making the process as simple and efficient as possible. Whether you’re planning a charitable gift or require a fiduciary duty CPA, we can help.

Contact us today to schedule your consultation and utilize the tax benefits our trust and estate planning services offer.