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ESTATE PLANNING

We are fortunate to become our clients' most trusted advisor. Our estate division has grown organically as clients that came to us for estate planning - now rely on us to help manage their overall financial picture.

The estate planning specialists at TRS CPA Group, P.A. work on an individual basis with clients, developing a personal relationship that enables us to become their advocate. Our Elder Care services enable our clients to stay in their homes longer and to ensure that they live out their golden years in comfort and privacy.

Our Elder Care services include:

Managing personal finances, including paying household bills
Hiring and managing caretakers
Hiring and managing in-home medical care
Medicaid planning
Nursing home transitions

The TRS CPA Group Elder Care team ensures that our clients' wishes are met when they are no longer able to independently care for themselves. This can become increasingly important when family lives far away. We are able to visit our clients as frequently as needed in order to ensure they are receiving the best level of care while their finances and home are running smoothly.

For a personalized consultation please contact us today.

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