Estates & TrustsThe design and implementation of an estate plan is merely the first step in taking control of our clients personal, financial, and property affairs. Estate planning provides for the execution of clients' wishes by bringing into play many related disciplines including investment management services, financial/retirement planning, tax planning, and business succession planning. Estate planning plays a vital role in preserving and distributing the assets our clients have worked so hard to build.
Field, Vinson & Associates CPAs, RLLP is committed to working closely with our clients and their other trusted advisors to ensure that their estate plan will accomplish their goals throughout their lifetime and beyond. An experienced estate planning specialist will take the time to understand our client's family and financial circumstances, and estate planning objectives. Once our client's needs are determined, we create a plan that helps our clients leave a legacy for loved ones.
We provide the following Estate and Trust Services:
We offer consultation with regard to individual and business qualifications and requirements for Wyoming residency. The most critical requirements for an individual center around three facts:
Designated Certificate Holder: 647