As experts in estate planning, our CPA professionals know the tax liabilities involved in settling an estate. Whether a brief review of an existing trust or the need for a complex estate plan, we assist our clients with a strategy that minimizes potential tax risks to beneficiaries. Our Rhode Island CPA firm will work directly with client attorneys and other professionals to prepare a comprehensive estate strategy.

Caliri, Mancini & Barbieri, PC provides complete and supportive RI estate planning services. Estate planning is accounting which pertains to the settling of an estate or trust. A CPA executor can be appointed to keep accurate accounting records when an estate is settled and distributed. In addition, our accountants are available to assist in the probate and estate closing process by preparing estate related tax returns. Whether or not it is something our clients wish to think about, it is important to set affairs in order to ensure their estate is properly settled after they are gone.

As experienced Estate and Trust planning accountants, we offer the following related services:

• Asset Inventory
• Complete Estate Planning
• Estate and Asset Review
• Estate Taxation Analysis
• Insurance and Investment Management
• Naming of Power of Attorney
• Retirement Planning
• Tax Planning and Preparation
• Wealth Management
• Will and Testament Arrangements

Our RI Estate Planning services help to preserve a client’s property and assets for their heirs or family. By anticipating possible tax implications and evaluating various estate planning approaches, our accountants develop a plan which can minimize potential liabilities and will follow Rhode Island State and Federal tax compliance. Our firm understands the delicate nature of estate planning and will work with all necessary parties to create a strong trust or estate strategy.