Santa Maria, CA Accounting Firm | Estates & Trusts Page | Lapp, Fatch, Myers & Gallagher, Accountants
Estate planning is an important part of a person’s legacy left to family, friends, business associates, or favorite charities. We understand that planning for the distribution of your estate following death is only one aspect of estate planning. Equally as important is planning for the accumulation, conservation, and enjoyment of your property and assets during your lifetime.  Our estate planning process focuses on the preservation of wealth and the interrelationship of estate, fiduciary, and personal taxes.

We can provide you with complete estate planning, including:
• Preparation of federal estate & gift tax returns
• Preparation of estate and trust accountings & income tax returns
• Postmortem tax planning
• Assistance to a surviving spouse or other heirs
• Review of current wills, trust instruments, and schedules of assets
• Identification of family objectives and needs regarding wealth preservation
• Ensuring the proper implementation and administration of the estate plan

For more information, please contact:
Cynthia K. Bayless, C.P.A. – link to e-mail