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Worley, Woodbery & Associates, PA

Certified Public Accountants

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Trust & Estate

  • Tax Preparation
  • Tax Planning & Consulting
  • Advisory Services
  • Personal Returns
  • Trust & Estate
  • Specialized Tax Services

How May We Help You?

We look forward to speaking with you about your tax planning, trust & estates planning, business advisory or general accounting needs.

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Preparing for financial security for your family and loved ones can often be overlooked. Yet, this is a very important, and sometimes difficult task that requires professional assistance in considering the family’s estate assets, values, healthcare, life insurance, and the ultimate distribution of these. Our team works with attorneys and others to provide a comprehensive solution for your estate and trust planning needs.

We are prepared to help you with the following:

  • Advise on current tax law with respect to gifting, and estate planning.
  • Assist in securing adequate retirement income through a restructuring of assets in a tax efficient manner.
  • Maximize the values transferred to heirs.
  • Prepare Estate, Trust and Gift Tax returns and create tax efficiencies in Trust and Estate administration.

 

Let us help you get your ducks in a row.

Contact Us

  • (828) 271-7997
  • admin@wwcpafirm.com
  • 7 Orchard Street
    Suite 202

    Asheville, NC 28801

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Our working conditions have changed for the benefit of our clients, our staff, and our family. We are currently teleworking and we are asking that all necessary documents be sent through our client portal. For our clients who do not have access to electronic communication, we will find a method that works best for you.

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