Helping to Preserve and Grow Wealth For Future Generations

Estate & Trust Planning with Clarity and Care

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At Cartwright & Associates, we understand that estate and trust planning is about more than tax strategy — it’s about protecting what matters most. Whether you're thinking about how to pass on a family business, manage future tax obligations, or create a lasting legacy, we’re here to guide you with expertise and empathy.

As a Northern New Jersey CPA firm trusted by families and business owners alike, we offer thoughtful, personalized estate and trust tax planning services. We work closely with your attorney, financial advisor, or other professionals to ensure every piece of your plan fits together. Our goal is to simplify complex decisions, minimize tax exposure, and give you peace of mind for the road ahead.

Many of our clients come to us looking for long-term guidance, not just a year-end accountant. That’s why estate planning is often a natural extension of our monthly advisory and tax services. Whether you're preparing for retirement, managing generational wealth, or creating a trust for loved ones, we bring both technical skill and a personal touch to the process.

Let’s make sure your legacy is handled with the same care you put into building it.

Contact us today to learn how our estate and trust tax planning services can support your goals — now and for the future.

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Location

1 Orient Way, Suite F, Unit 258
Rutherford, New Jersey 07070