ESTATE PLANNING

Taking the right steps now reduces the stress on your family after you are gone.

Leave Behind the Legacy You Desire.

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life.

Estate planning goes beyond having a will. It involves understanding the Federal laws so that your wishes are properly carried out and not derailed by legal loopholes.

Estate planning is also an ongoing process.  When we work together, we regularly evaluate your situation to make sure that nothing has changed in your life that will impact what is left to your heirs.

Using our tax-centric philosophy, Nisivoccia Wealth Advisors will also work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries.

 

Estate Planning services offered include but are not limited to:

  • Wealth Transfer and Tax Reduction
  • Multigenerational Wealth Transfer
  • Charitable Gifting
  • Trust Services

Latest Estate Planning Articles

Tax & Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. ...
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keys on keychain with house

When Heirs are Imperfect

Passing your estate to an heir with credit problems or a gambling or alcohol addiction ...
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