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    Simplifying the complex.

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legacy planner

Trust Check-Up: 3 Key Things In Reviewing and Updating Your Trust

March 20, 2023By KROST CPAs
Trust Check-Up: 3 Key Things In Reviewing and Updating Your Trust

According to a recent study, 66% of Americans have no estate plan to protect their assets. If

Meet Our Experts

Richard RICHARD UMANOFF, CPA, MBA Principal - Estate & Gift, Trust & Probate Button with arrow Richard Umanoff Doug DOUGLAS A. VENTURELLI, ESQ. Principal - Estate & Gift, Trust & Probate Button with arrow Douglas Venturelli Greg GREGORY A. KNISS, CPA Chairperson Button with arrow Greg Kniss Jason JASON C. MELILLO, CPA CEO Button with arrow Jason Melillo Lou LOU GUERRERO, CPA, MBT Principal - Tax Practice Leader Button with arrow Lou Guerrero So Sum SO SUM LEE, CPA Principal - Tax Button with arrow So Sum Lee Grant GRANT MILLER, CPA, EA Principal - Tax Button with arrow Grant Miller Aric ARIC WONG, CPA, MBT Director - Tax Button with arrow Aric Wong Kimberly KIMBERLY HOANG, CPA Manager - Tax Button with arrow Kimberly Hoang
CONTACT US

If you have questions regarding our estate & gift, trust and probate services, schedule a call today.

Recent E&T News

  • Utilizing Charitable Remainder Trusts to Meet Income & Philanthropic Goals
  • Protecting Your Assets and Legacy: Estate & Trust Management in Sports and Entertainment
  • California Changes Tax Legislation for Incomplete Non-Grantor Trusts
  • Get Organized with KROST’s Will & Trust Asset Legacy Planner
  • Take Advantage of Lifetime Exclusion While You Can

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Accountants | Assurance & Advisory | Consultants | CPAs – KROST CPAs & Consultants is a certified public accounting and consulting firm focused on serving companies across Southern California (CA) with offices in Pasadena, Woodland Hills, and West LA. Since 1939, KROST has assisted businesses and individuals reach their financial goals through their in-depth knowledge of Tax, Accounting, Client Accounting Services (CAS), Assurance and Advisory, Fund Admin Solutions, KROST Business Intelligence (KBI), M&A, Wealth Management, and Consulting Services. KROST also provides specialty tax services such as Cost Segregation studies, R&D tax credits, Green Building Tax Incentives, Repair vs. Capitalization, Fixed Asset, IC-DISC, and more. For additional information contact us at 626-449-4225.