Be Prepared for the Unexpected
Minimize estate taxes, protect your assets from long term care/nursing home costs, avoid probate, shield your assets for your children’s creditors, and/or plan for the financial needs of a loved one with special needs with a personalized estate plan.
that you deserve peace of mind.
that family is as important to you as it is to us.
that your future is in your hands.
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My husband and I met with Marco to begin Estate Planning. Marco is extremely knowledgeable and was able to explain a complicated process in a simplified, understandable presentation. He was patient with our many questions and took the time to make sure all our concerns were addressed. It was also extremely helpful and comforting to receive continued guidance as we began the implementation process of our plan. I would definitely recommend Marco and his firm to anyone considering initiating an Estate Plan
Marco, Christine and their staff could not have been more attentive and accommodating to the needs of my elderly parents in terms of their will. They clearly exceeded our expectations and I couldn’t give a higher endorsement of this firm. Trust me, you will come away impressed in every way, shape or form.
I just finished working with Marco to develop my first estate plan, including setting up trusts, healthcare proxies and power of attorneys. Marco worked quickly and professionally to complete the task at hand and provided me with expert advice steering me in the best direction. He made good recommendations and addressed all of my concerns. I would definitely recommend Marco to my friends & family. Thanks Marco.
Marco was referred to us by a trusted adviser. He answered all of our questions, making us comfortable throughout the entire process of setting up our trust. Marco also brought questions/scenarios up that we would never have thought of. He was very helpful. We highly recommend him.
Marco was everything we were told he would be and more. His expertise in estate law is obvious and he was able to meet our needs under a time constraint. I would recommend him to anyone who has any estate planning needs.
Free Estate Planning Strategies Booklet
In an area of law as complicated and diverse as estate planning, making an uninformed decision can be extremely dangerous. It can cause unnecessary delays, increased taxes, legal expenses, and potential litigation. View our guide, designed for clients who potentially face paying significant estate taxes upon death.