We endeavor to help our clients not only preserve their estates and minimize taxation, but also to plan for future needs and provide for surviving spouses, children and other family members.

We offer the following estate planning services:

  • Planning to accomplish financial goals and wealth transfer at death
  • Planning for disabilities
  • Evaluation trust needs
  • Serving as personal representative
  • Consultation with attorneys
  • Court accountings for probate

If you'd like to receive more information about our estate planning services, please complete the form below.

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Clearwater, FL CPA, Bollenback & Forret PA CPAs

Bollenback & Forret PA CPAs | 1000 Pinellas Street, Clearwater, FL 33756 | Phone: (727)446-5858 | Fax: (727)443-3389 | info@bollenback.com