Whether you are preparing for retirement, planning your will or the unexpected family tragedy, you want your assets protected for your spouse, children and perhaps for further generations of your family. Brutschy & Finstad can help you plan for the transfer of assets to your beneficiaries and reduce or eliminate tax due on the transfer of your business and other assets.

With our experience, Brutschy & Finstad can work with your attorney or recommend a qualified estate attorney to craft a personalized plan that optimizes your financial needs. Whether or not you have a will or trust, we can help you take care of all the details in order to make the process of estate planning simple and painless.

If you have philanthropic goals, Brutschy & Finstad can also recommend and work with experienced bankers, attorneys, and other professionals to help you operate a successful foundation and properly structure grants.

If you are a small business owner, providing for business continuity and succession of ownership is essential. Brutschy & Finstad can guide you through the complex process of getting your financial affairs and succession plans in order. We take the same comprehensive approach to personal estate planning that we do with all our accounting and small business consulting services.

Please email or call Brutschy & Finstad at (650) 274-8279 to get started on an estate plan or trust for you, your family, or business.