D E F A L C O & C O.
Estate and Trust Planning- Retirement & Asset Preservation
Estate and Trust Planning- Retirement & Asset Preservation Management Advisory & General Business Services |
The process for effective planning is begun during a series of meetings wherein pertinent financial data is compiled and analyzed to develop the appropriate plan of action to achieve our client's objectives while minimizing the negative impact of potential estate and gift taxes. Our professionals coordinate with the appropriately qualified attorney selected to draft such items as wills, life insurance trusts, testamentary, and intervivos trusts which might be required to achieve our clients goals. Options such as marital and unified credit trusts, QTIP and QDOT provisions, guardianship of minors, trustee selection and retention of wealth within the family unit are thoroughly explored. In developing retirement planning, we focus upon the asset structure and our client's life-time cash flow needs, potential tax impact on liquidation and transfer of assets, and the coordination of asset flow between spouses and, eventually, to residual heirs. Matters such as home ownership, asset leveraging, and individual investment philosophy are explored and balanced with our client's personal lifestyle choices. DeFalco & Co. provides ongoing accounting and tax compliance services for estate and trusts, both at the federal and state level. |
