Trusted Business & Tax Advisers Since 1993
Contact Tri Star
(561) 988-2004
Mon - Fri, 9a - 5p
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From Our Clients
"Tri Star's sound advice, quick response, and exceptional work ethic have made me comfortable enough to trust them with my business. I recommend them to anyone looking for dedication and honesty."
Phil Nurse
UFC Coach
Estate Planning and Charitable Giving
Giving is not just an act, but an art.
Estate Planning and Charitable Giving
Effective planning enables an orderly transfer of assets to your beneficiaries, security for your surviving spouse, best gifting strategies and can reduce or eliminate the estate or gift tax due. For Business owners, a plan for business continuity is essential, and we can assist you in the process of getting your financial affairs in order. We work as a member of your estate planning team to ensure all aspects have been addressed and are in place.