Trust, Estate and Gift Planning

For over 80 years DWD CPAs & Advisors has provided clients with trust and estate tax planning services.  Our knowledgeable team can assist you with implementing tax planning strategies to meet your unique situation.

We Understand Fiduciary Tax Laws.

We work closely with estate planning attorneys and financial advisors to help clients develop tax effective plans to preserve assets. Our team is here to help you understand the relevant tax laws and how to implement the best strategies.

Trust and Estate Services

  • Gift Tax Returns 
  • Business Succession Planning
  • Trust Income Tax Returns
  • Estate Income and Estate Tax Returns
  • Final Individual Income Tax Return Preparation

Whether you have an existing trust of your own, are the executor of an estate, or perhaps will be gifting a considerable amount of assets, please contact us today for a complimentary consultation with a CPA in our Trust/Estate Tax Department.

Meet Our Trust and Estate Team

Professional Associations

Our team are members of the Fort Wayne Estate Planning Council.

"I love working at DWD because of the variety of work I get to experience and the team-like structure that is put in place here. Staff members at any level are more than willing to answer questions and…"
Brandon McKee
DWD Senior Accountant