Trust and Estate Planning Services

Fairfield estate and trust planning

At Eric H. Zielinski & Co., LLC, a Fairfield County CPA firm, estate plan development starts with listening. It's important for us to be able to pinpoint your specific needs and goals. Then, you can count on our professionals to recommend the most appropriate strategies. In addition, we will monitor changes in the tax law and suggest appropriate adjustments in your estate plan to take advantage of the latest opportunities.

We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.

Estate Planning for Individuals and Families

  • Estate planning
  • Business succession planning
  • Valuation services
  • Planned giving programs
  • Life insurance analysis (adequacy & structure)
  • Retirement planning
  • Estate and trust tax planning and compliance
  • Estate and trust administration

Contact Us for an FREE Initial Consultation

Send us an e-mail or call us today at 203-275-8860 and ask for Eric to discuss your business needs with an experienced Fairfield County CPA.