Anthony G. Sandonato, CPA/ABV, CVA, Esq.
Anthony's Bio >
Gary H. Riopko, CPA
Gary's Bio >
We start with a clear understanding of your goals for transferring your assets—during your lifetime and beyond. We’ll then work to structure these transactions in a way that’s most favorable for the estate and from an income-tax perspective.
And with all due respect to Mr. Franklin, we’d add change to that list of certainties. Changes in your life and resources—as well as changes in federal and state tax rules—mean that there will be changes along the way to your estate plan. That’s why we’ll continue to work with you to ensure that your plan keeps up with your changing world. Because when it comes to building wealth, preserving wealth and creating your financial legacy, you want to hold on to your Benjamins.