Estate Planning/Optimization

Estate Planning & Optimization – Arlington, Dallas, Fort Worth, Seagoville, TX

Estate planning is a vital process when planning for the future. Our CPAs in Fort Worth, Seagoville, Arlington, and Dallas area work with clients to provide innovative strategies when planning their estates. We work to provide solution that is the most beneficial to them and their beneficiaries.

Estate planning can be problematic if you do not know how to organize your goals and make the necessary preparations to safeguard your property. The experienced professionals here at Smith & Smith & Ruiz CPA can help to define your estate goals and formulate all the necessary preliminaries to manage your estate.


We have a well connected network from where we can gather resources for efficient estate planning/optimization. You will have unparalleled access to our teams here who will further assist you in evaluating estate planning options and recommend new opportunities as they come your way.

You can be rest assured that all your estate planning documents which would include current wills, trusts, healthcare and attorney privileges are kept in vigilant review. This way we can help organize and facilitate assets and their transfer to respective heirs as per your preferences. We will also assist you in arranging a management for your estate and assets in case you are incapacitated.

Join us at Smith & Smith & Ruiz CPA to constructively organize all your estate planning and optimization processes.

how can we help you?

Whether you’re an individual, startup, small business, or a large corporation, our CPAs and staff are here to serve you and provide exceptional accounting services for you and your company.

Having to get some paperwork notarized on a Friday seams a bit harder than it is. Went to my bank first and they quit notarizing Medical POA’s and DPOA’s. So I called Smith & Smith & Ruiz CPA’s and thank goodness they were open, headed over and took care of it. Steve and his team are great!

Damon B
Damon B.

Call 817.466.9333 or 972.287.5593 for income tax preparation and return filing

Schedule an appointment with us to get innovative strategies when you are planning your estates. Call us in 817.466.9333 or 817.466.9333.

Let Smith & Smith & Ruiz CPAs help you with your Estate planning.

Contact us to speak to a specialist today.

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