Services

 

Estate Planning

Successful estate planning allows for the transfer of your assets to your beneficiaries quickly and easily with minimal tax consequences. With the assistance of Patrick & Buzarellos, LLP, you can ensure that your wishes with regard to your estate are met.

We have a certified estate and trust planner on staff who will help to ensure the business and personal affairs of our clients will travel through the succession process as smoothly as possible.

Areas addressed during the estate planning process include:

  • Protection of the estate from potential creditors
  • Protection of the estate’s net worth from unnecessary taxes
  • Provisions for the financial security of family members
  • Transfer of assets according to the family’s wishes
  • Transition plan for estate management
 
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