Naples FL Estate Planning/Trust Administration – Income Tax Returns Prep Launch

CCG Certified Public Accountants (1-239-274-8293), a company that caters to the Naples, Florida region, launched its updated estate planning service.

This latest move is part of the company’s mission to help clients secure their legacy. By taking advantage of this offering, clients can minimize their tax obligations and bequeath more of their wealth to loved ones.

More information about CCG Certified Public Accountants is available via

This revamped offering covers all aspects of estate planning, including asset allocation, trust administration, and estate tax returns. The firm can likewise provide expert advice on matters like gift tax returns and business succession planning.

Without a proper estate plan, family members may find themselves squabbling over the assets left behind by the benefactor. Being proactive and drafting a last will while a person is still alive can prevent personal rifts and lawsuits.

CCG Certified Public Accountants provides tried-and-tested strategies that protect a client’s wealth so it can be passed down seamlessly after their passing. Customers will get access to accountants who have many years of experience in estate and tax planning.

Among the benefits estate planning offers is ensuring that assets will not go to unintended recipients. It can likewise ensure that family members can maintain their lifestyle even if a breadwinner is no longer with them. Most importantly, it offers immense peace of mind as there are clear guidelines for how one’s assets should be handled after their death.

To better understand the services offered by the accounting expert, prospective clients can request an exploratory meeting. They simply need to call the office or fill out the contact form found on the website.

About CCG Certified Public Accountants

CCG Certified Public Accountants is headed by managing partner Steven Phillips. In addition to estate planning, the firm also offers payroll processing, tax preparation, and business advisory services. It serves the entirety of Collier County, including the neighboring communities of Chokoloskee, Copeland, Everglades City, Goodland, Immokalee, and Marco Island.

Phillips says: “Estate and trust tax preparation and planning are an important part of managing your financial future — and it’s not just for the one percent; it’s important for everyone.”

Interested parties may visit if they need further details about the company and its offerings.

Release ID: 89066005