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How a CPA Simplifies the Trust & Estate Process - Holbrook & Manter

Summary by Holbrook & Manter
When it comes to managing trusts and estates, there is no room for mistakes. These arrangements are often complex, requiring careful planning, accurate calculations, and compliance with tax laws. If you’re an estate planner or trustee, you already know the stakes can be high. This is where a Certified Public Accountant (CPA) comes in—a professional whose expertise can streamline the process, protect assets, and ensure peace of mind for all parti…
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Holbrook & Manter broke the news in on Thursday, April 24, 2025.
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