Estate & Trust Planning
At Nilanjana Rakhit, CPA PC, a Newton CPA firm, we believe that the first step in developing an estate plan is listening to what you want. Listening develops trust and helps us get to know you and your goals for the future. For planning and guidance built around your particular needs and wishes, you can count on Nilanjana Rakhit, CPA PC. We listen to you, then recommend strategies for developing a plan that meets your needs and wishes. Request a free consultation to find out how we can help you develop a smart financial plan.
Our estate and trust services include:
- Trustee services
- Estate and trust administration
- Fiduciary compliance
- Gift services and tax compliance
- Asset protection
- Retirement planning
- All related filing and tax services
- Established relationship with attorneys and fiduciaries
Call us today at 617-678-4021 and ask for Nila Rakhit to discuss your estate planning needs with an experienced Newton CPA.
