Structured And Careful Financial And Estate Planning

Our highly experienced trust and estate professionals help navigate the complexities of wealth planning and create a detailed plan based on present and future objectives.




Custom Trust And Estate Planning Services

Virtue CPAs have expertise working with business owners, entrepreneurs, executives, high-net-worth individuals, and families. Holding years of experience and notable perspectives, our wealth managers and in-house attorneys craft a well-structured plan to help you achieve favorable outcomes and offer reassurance for you and your family.

Our estate and trust planning specialists carefully understand every individual’s specific needs and goals to ensure the plan fully integrates with individual financial plans while properly protecting assets for loved ones.

How We Can Support You with Our Best Financial And Estate Planning Services

Trust Planning


Asset protection planning

International Estate Planning

International estate planning

Multistate estate planning

Lifetime Transfer Planning

Lifetime transfer planning

Estate Management and Distribution Planning

Estate management and distribution planning

Wealth Transfer Economic and Tax Analysis

Wealth transfer economic and tax analysis

Financial Planning, including Cash Flow Analysis

Financial planning, including cash flow analysis

Charitable giving and foundation planning

Charitable giving and foundation planning

Protect Your Wealth For Decades with
our Trust & Estate planning Services