TRUST & ESTATE

The team

Thomas Furrier, CPA, PFS

Shareholder, Tax
Dave Samer

Dave Samer, CPA

Senior Tax Manager

Susan Purdy, CPA

Tax Manager

R&A CPAs works to develop and implement the best solutions in trust and estate plans that enable our clients to achieve their financial goals. Good estate planning is more than just having a will; it’s about having a comprehensive plan to protect, grow, and preserve your legacy for future generations.

Trust and estate planning requires specialized resources to seamlessly facilitate the transfer of your assets, minimize the associated costs, and assure that your wishes are honored. We help clients with the comprehensive planning of their trusts and/or estates by working directly with your family’s team of trusted advisors, including attorneys, financial planners, insurance agents, trustees and executors. You can count on us to assist with fiduciary accounting, trust and estate administration, tax planning and preparation, and partnering with you every step of the way.