Greenwich, CT Estate Planning

Building wealth is only part of the journey—preserving it across generations requires thoughtful planning. At ExperityCPA, our Greenwich, CT Estate Planning services provide families, high-net-worth individuals, corporations, nonprofits, and cryptocurrency investors with a strategic framework to protect their assets and secure their legacies. When searching for an experienced estate planner in Greenwich, CT, clients turn to ExperityCPA for trusted, holistic guidance tailored to their unique financial and family goals.

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Comprehensive Wills and Trusts Planning

Our team of advisors and wills and trusts lawyers ensures every estate plan is designed with precision, balancing both legal and tax implications. From creating a living trust to establishing charitable or family trusts, we guide you in structuring your estate to minimize taxes, avoid probate, and safeguard beneficiaries. Whether you’re planning for your family’s future or managing complex assets, ExperityCPA provides clarity and peace of mind through every stage of living trust planning.

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Power of Attorney and Legacy Protection Services

Our power of attorney services ensure your wishes are carried out with integrity and care, even when you’re unable to act personally. We help families appoint trusted representatives for financial, healthcare, and legal decisions, protecting what matters most. Each estate plan for families is customized to reflect your values, investments, and long-term intentions—combining financial expertise with compassionate legal structure.

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Integrated Estate and Tax Planning

ExperityCPA brings a holistic approach by integrating estate planning with our comprehensive tax accounting and crypto accounting services. For clients holding digital assets or multi-jurisdictional investments, we ensure every element of your estate is aligned with evolving tax laws and compliance standards. The result is a coordinated plan that supports both financial efficiency and generational continuity.

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ExperityCPA Services

• Tax Accounting Services: Proactive planning and compliance to protect your wealth.
  
• Estate Planning: Wills, trusts, and legacy structures to preserve generational assets.
  
• Crypto Accounting: Accurate accounting and valuation for digital and cryptocurrency holdings.
  
  

At ExperityCPA, we help you protect what you’ve built, honor your values, and ensure your legacy thrives for generations to come.

Give us a call or fill out the form on our website to arrange a meeting with one of our financial advisors.