Estate Planning

Wills and Trusts

Preparing for life decisions

Did you know that the type of wealth and assets you have will influence the type of will or trust that you need to consider?   James V. Rizzo & Company has the experienced professionals to help you navigate the complex needs that will best suit you, your family, and your business needs. Your will and trust needs are not just a legal matter, they are a financial matter.  Ensure that you decisions are not just taking care of your legal needs, but also your financial.  Our concierge accounting services manage the financial, tax, and legal resources to safeguard your legacy for your family. 

 

Estate Planning

Leaving a legacy to remember

Whether you are providing for family and loved ones, protecting your business interests, or making  a bequest to a charitable institution, all people, with very few exceptions, possess an estate and accordingly need an estate plan. You’ve spent your life building your financial assets, you don’t want to trust just anyone to manage them.  Without a well thought-out estate plan, those that don’t have your wishes and interests in mind could determine what happens to your estate, and your loved ones could face significant tax liabilities.

At James V. Rizzo & Company, we know there are many aspects to estate planning, and not everyone’s needs are the same.  We consider:

  • family dynamics
  • the types of assets
  • legacy planning needs
  • succession turnover
  • and more