Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss. Our assistance includes the following:

  • Avoiding Probate
  • Reviewing how real estate title is held
  • Benefits of gifting and the effect on the estate
  • Advising on trust creation of many different types of trusts, such as Living Trusts, Special Needs Trusts, Crummey Trusts, Qualified Personal Residence Trusts (QPRT), and various Charitable Trusts
  • Planning for non-citizen spouses

Get In Touch

At Meisser & Associates, we've been serving the accounting needs of Santa Cruz, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service.

Thank you for visiting. We look forward to working together!

Meisser & Associates

8030 Soquel Ave, Suite 100,
Santa Cruz, CA 95062
T: (831) 999-1700
F: (831) 999-1701
E: esme@elmcpateam.com

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