Tax Services

Estate & Trust

Estates and Trusts are complex entities that can assist you with distribution of your wealth to your beneficiaries after your death.

While estate planning is not required by law, it’s something we rarely think about. Estate planning is not a task just for the wealthy, but rather an important, ongoing component in protecting your assets that should not be postponed.

Crippen’s Estates & Trusts team can assist you in several ways. First, we can assist with set up and administration of estates and trusts as they’re created. We also will file any estate tax or fiduciary income taxes that may arise. Our post-mortem planning will significantly reduce tax liabilities of surviving spouses and beneficiaries, and we can assist executors and trustees with gift taxes and individual income taxes that may be affected as well. We can work with you to ensure your estates and trusts meet tax compliance.

As laws and regulations change, it becomes more challenging to navigate the intricacies of Gift, Estate, and Trust taxes. Let one of the experienced professionals on the Crippen & Co. team help you ensure your legacy is protected.

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Ocala

1900 Southeast 18th Avenue
Ocala, Florida 34471

o 352 732 4260

e mail@crippencpa.com

Leesburg

8543 US Highway 441
Leesburg, Florida 34788

o 352 326 8001

e mail@crippencpa.com

The Villages

561 Fieldcrest Drive
The Villages, Florida 32162

o 352 369 0602

e mail@crippencpa.com

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