Estate planning means having more than just a will. Sustaining wealth to provide for your children and grandchildren tomorrow demands prudent estate planning decisions today. Estate planning is comprised of orchestrated arrangements for managing your assets while you are alive and upon your death. It is our goal at Tom A. Bradley, CPA, PC to work to minimize the estate tax impact on your family.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, investment planner, insurance agent and bank trust officer. We will work hand-in-hand with the professionals that you select to provide you with the best experience possible. Our services include:

• Federal fiduciary income tax return preparation
• State fiduciary income tax return preparation
• Federal estate tax return preparation
• State estate tax return preparation
• Financial statement preparation and related accounting services
• Estate planning
• Business succession planning
• Retirement planning
• Financial planning
• Investment advice and management