Trust and Estate Planning

estate planning

At Vonda & James CPA's, LLC, our Fort Wayne, IN CPA firm provides a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to simplify the process for you by providing comprehensive wealth management and asset protection services for U.S. and international families. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.

Vonda & James CPA's, LLC is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

Estate Planning for Individuals and Families

Our CPA firm is deeply invested in upholding the fiscal interests of our clients and their families. Because many of our clients are family owned businesses, we have developed an expertise in helping families transfer both the human and financial elements involved with these transitions. Contact us at 260-417-6260 for a free consultation to get started.

  • Estate tax planning
  • Estate and trust administration
  • Trusts - irrevocable, marital, living, and land
  • Gift services
  • Fiduciary compliance
  • Retirement planning
  • Asset protection
  • Corporate executor services
  • Established relationships with attorneys and banks
  • Ongoing administration services
  • All related tax services and filings