Estate Planning

By customizing your estate plan to your particular needs, our estate planning specialists can assist in managing and conserving your estate while minimizing taxes. In our estate planning process, you receive hands-on, personalized attention from knowledgeable, experienced professionals who can devise the most efficient plan at the most cost-effective fee by helping you:

• Identify family goals regarding preservation of family wealth.

• Review current wills, trust instruments, and schedules of assets.

• Estimate taxes.

• Strategize various alternative to the current estate plans and quantify potential tax savings.

• Examine closely held business issues, including valuation, alternative methods of paying estate tax, and the transfer and/or disposition of business interests.

• Plan for assets with unique estate tax attributes, including retirement plan and life insurance benefits.

• Identify potential liquidity problems caused by federal and state estate taxes, generation-skipping transfer tax, debts, cash bequests, necessary funds for the continued operation of the family business, probate, administration costs, etc.

• Develop a lifetime gift program utilizing appropriate vehicles such as family limited partnerships, charitable trusts, and qualified personal residence trusts.

• Help you communicate and discuss your plan with your family to ensure there is a mutual understanding of your plan and a commitment to it.

• Ensure the proper implementation of the estate plan.

Massucci & Associates is dedicated to assisting our clients with their business succession and estate tax planning. Our approach to business succession planning and estate planning is based not only on maximizing financial savings but also on meeting your family’s and business’s goals and objectives for the future.

Estate Planning and Administration
To ensure your secure financial future and to protect your assets into the future, Massucci and Associates offers extensive Estate and Financial Planning services including:

• Estate planning to plan for the optimal protection of assets, transfer of wealth and minimization of estate taxes and probate

• Retirement needs analysis

• Financial Planning engagements

• Investment Portfolio analysis

• Estate and trust strategies, planning and administration

• Estate administration to assist with optimal compliance with Federal, State and local Estate filings

Information Request Form
We can provide you with more information by letting us know.