Straight Talk
Trust & Estate Tax Planning Services
Protect Your Legacy. Minimize Taxes. Create Impact That Lasts.
Estate planning isn’t just about documents and signatures.
It’s about protecting your family, honoring your values, and creating peace of mind for generations.
At Straight Talk CPAs, we design tax-efficient estate and trust strategies that align with your goals.
Whether that means providing for loved ones, funding a cause, or minimizing estate taxes—we make sure your wealth works the way you intend.
What We Help You Do
Estate planning is often overwhelming.
Our job is to simplify it, clarify it, and make sure nothing falls through the cracks.
We help you:
- Minimize federal and state estate taxes legally
- Structure gifts and trusts for maximum family and financial benefit
- Preserve and transfer wealth across generations
- Avoid probate complications, delays, and costs
- Design charitable giving strategies that maximize tax advantages
Bottom line: You’ll know your legacy is secure, your taxes are minimized, and your wishes will be honored.
Included in Our Advisory Packages
Trust & estate tax planning isn’t a one-time event—it’s an ongoing process. That’s why it’s included in our Thrive and Enterprise advisory packages.
We work with:
- Business owners preparing for succession or sale
- High-net-worth families with multi-entity structures
- Individuals planning for intergenerational wealth transfer
When legacy and long-term planning matter, we’re the partner that helps you balance strategy with sensitivity.
Why Choose
Straight Talk CPAs?
Expertise That Matters
Our team stay on top of constantly shifting laws, exemptions, and gifting rules—so you never miss an opportunity to protect wealth.
Personalized, Values-Based Planning
Your estate plan isn’t just numbers on paper—it’s a reflection of your life, goals, and values. We design strategies tailored to what matters most to you.
Comprehensive Approach
From irrevocable trusts to charitable foundations, business succession planning to generational wealth transfers—we cover the full picture, not just the tax forms.
Clear, Caring
Communication
We make the complex simple. You’ll always know what’s happening, why it matters, and how it impacts your legacy. No jargon, no confusion—just straight talk.
How It Works
Discovery Consultation
We begin with a thoughtful conversation about your goals, family dynamics, financial situation, and any existing estate plans.
Tax Strategy & Legacy Plan
We evaluate your current structure, highlight risks and opportunities, and build a tailored estate tax plan that reduces liability while honoring your wishes.
Implementation
We work hand-in-hand with your attorney (or bring in one of our trusted partners) to set up trusts, update documents, and coordinate all filings.
Ongoing Monitoring
Laws change. Life changes. We regularly review and adjust your plan so it continues to protect your legacy.
What Our Clients Say
“Straight Talk CPAs take a forward-thinking approach to estate and tax planning. Their consultative style truly sets them apart.”
Matt Del
“Salim and his team go above and beyond. They’re thorough, professional, and genuinely care about their clients.”
Gaelle Mair
“They are knowledgeable, approachable, and always looking out for my best interests. Highly recommended.”
Henry Rodriguez
Let’s Build Your Legacy—Together
Your wealth isn’t just for today—it’s for the generations that follow and the causes you care about most.
