Helping You Preserve Your Wealth and Assets
At Bette G. Demarest & Associates, P.C., we specialize in estate and trust tax matters. We offer decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals.
Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.
We will help your representatives properly distribute your assets in accordance with your wishes and file the related reports and tax returns.
Our estate & trust services include:
- Detailed bookkeeping and reconciliation
- Administration assistance
- Probate filings
- Tax preparation
- Tax planning and consulting