Del Rey, Tanzi, Guglietta, D’Ambrosi, CPAs, LLP will work with your attorney, or refer one if needed, to assist you in accomplishing your goals. A Trust will help in preserving your assets and passing them on to the next generation. Depending on your assets/size of your estate, a trust can be used as a tool in your estate planning or to benefit your family during your lifetime.
There are many different types of trusts. Each with their own purposes/uses and tax impacts. We work with your attorney to find the solution that best meets your needs.
What may we help you with? Please send us an email or call (718) 667-1500. We look forward to speaking with you.