Davis, Davis & Associates helps successful individuals develop and implement asset protection, trust, and estate plans that enable you to achieve your goals and maximize what beneficiaries receive. Good estate planning is more than just having a will. It’s about having a comprehensive plan to protect, grow, and preserve your wealth and assets for future generations.
Our Pittsburgh CPA firm doesn’t just assist you in developing your estate plan. We help you coordinate your plan with other advisors such as your attorney or insurance agent, that you need in order to implement the plan and see results.
We also work closely with trustees and executors, helping them navigate their list of responsibilities through services like fiduciary accounting, estate and trust administration, and tax preparation and planning.
If you have further questions, we invite you to call our office at 412-391-2226 and ask to speak with Joel Davis about our accounting, tax planning, and advisory services for estates and trusts. There is no cost or obligation for the introductory consultation so contact us today.
Our clients include estate attorneys, high net worth individuals, trustees, and executors.
Davis, Davis & Associates offers a wide range of estate planning, accounting, tax, and fiduciary services allowing individuals and families to preserve their wealth and assets.
We specialize in assisting executors, trustees, and corporate trustees meet the complex and demanding duties and responsibilities that they are required to perform under the law.