Skip to main content

Retirement & Estate Planning

Every estate planning situation is different. In order to help you, we want to know you and your unique situation and relationships. We will discuss your options and make recommendations to make your planning simple, efficient and worry-free.
We are available throughout the process for further discussion regarding questions, changes in circumstances, and alternatives. At every step, we’ll be there with you. We are available to review the trusts, wills, and all your other estate planning documents. At Suzann M. Woodward, CPA, we want to be sure your documents are in compliance with current tax laws and your current desires.

We can assist you, your trustee, or a personal representative through:

  • Estate & Trust Tax Preparation
  • Gift Tax Return Preparation
  • Gift Tax Planning
  • Estate & Trust Administration
  • Succession Planning
  • Charitable Giving
  • Family Limited Partnerships
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.