Estate and Trust Planning Services

Preserve Your Wealth, Protect Your Legacy, and Plan With Confidence

At Berndt CPA, we provide thoughtful, customized estate and trust planning services to individuals, families, and business owners. Whether you’re preparing for retirement, succession, or simply want to ensure your assets are protected for future generations, our experienced team helps you build a clear and tax-efficient plan.

We specialize in working with business leaders and professionals in industries including associations, construction, life sciences, manufacturing, nonprofits, pharmacies, professional services, real estate, hospitality, retail, and technology—where estate and legacy concerns often intersect with business continuity and tax efficiency.

Why Estate and Trust Planning Is Essential

Estate and trust planning isn’t just about preparing for the future—it’s about protecting everything you’ve worked to build. Without a plan, your assets may be subject to unnecessary taxation, probate delays, or disputes among heirs and stakeholders.

Berndt CPA helps you create a personalized estate plan that:

Minimizes estate, gift, and income taxes
Ensures business continuity and succession
Protects assets from creditors or lawsuits
Provides peace of mind for your loved ones
Reflects your personal values and philanthropic goals

Our Estate and Trust Planning Services

We work closely with you, your legal counsel, and financial advisors to deliver a holistic plan that evolves as your life and business grow.

Estate Tax Planning

Develop strategies to minimize federal and state estate tax exposure

Trust Structure Consultation

Design and implement revocable, irrevocable, charitable, or generation-skipping trusts

Succession Planning for Business Owners

Ensure your business passes to the next generation—or key stakeholders—seamlessly and tax-efficiently

Gifting Strategies

Create annual and lifetime gifting plans that preserve wealth while achieving personal goals

Charitable Giving & Foundations

Incorporate philanthropy into your legacy through donor-advised funds, foundations, or charitable trusts

Asset Protection

Safeguard business assets and personal wealth from litigation or claims

Estate Plan Reviews & Updates

Ensure your plan remains compliant with changing tax laws and personal circumstances

Why Choose Berndt CPA for Estate & Trust Planning?

Our clients count on us for guidance that goes beyond compliance. With decades of experience and a personalized, proactive approach, Berndt CPA helps you make the most of your legacy—on your terms.

We collaborate with attorneys, wealth managers, and insurance professionals to bring you a comprehensive estate and trust strategy, grounded in tax efficiency and long-term planning.

Tailored to Your Industry

We understand that each industry comes with unique estate and business continuity needs. Our team works with clients in:

Family-Owned Construction and Manufacturing Firms preparing for generational hand-offs
Tech Entrepreneurs navigating equity compensation and IP ownership
Nonprofit & Association Leaders managing foundation bequests or planned gifts
Real Estate Investors & Developers preserving complex portfolios for future heirs
Pharmacy Owners & Professional Service Firms ensuring smooth ownership transitions
Hospitality and Retail Owners aligning estate strategies with brand and asset longevity

Start Building a Legacy You Can Be Proud Of

Serving individuals, families, and business owners
Trusted by professionals in multiple industries to provide tax-smart planning and peace of mind
Focused on preserving wealth, aligning with values, and supporting next-generation success

Request a Confidential Consultation with Berndt CPA and take the next step in protecting your legacy