Did you know that estate taxes can consume more than half of your assets?
Even a relatively small estate can suffer the consequences of failing to plan well. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
Sweeping changes in federal law make it absolutely essential that you pay particular attention to protecting your wealth from estate and gift tax. Even estate plans created only a few years ago may need to be revised.
You have worked hard accumulating wealth. By working with DelGrande and Montefusco, you can prevent the government from taking half of it.
Trust services are another byproduct of the estate planning process. Our firm can assist along with legal advisors in setting up a trusts that will suit your needs.
