Our Estate and Financial Planning service utilizes qualified experts to help clients prepare for their long-term estate and financial planning needs. We help plan for the distribution of assets to the client’s heirs as well as setting their future financial platform. As the client’s personal circumstances evolve, his/her financial plans are set to match the changes. This service provides stability and long-term support for clients and their families.
- The services we currently provide are:
- Business succession planning
- Corporate reorganizing including estates freezes
- Family Law considerations
- Minimizing of income taxes and probate fees
- Minimizing taxes upon death
- Review of buy and sell agreements
- Use of Trusts
- Utilization of available capital gains exemption
Looking to make smarter financial decisions for your growing business?
We invite you to contact us today for a free consultation to learn how a partnership with Applebaum, Commisso will benefit you.