Wills, Trusts and Estate Planning
At John R. Tatone & Associates, we understand the importance of proper Estate Planning to ensure that our client's wishes are carried out as intended. It is always best to be prepared and to have wills and trusts set up correctly. Our team is dedicated to providing reliable and professional Estate Planning services that will eliminate confusion and ensure that our clients' plans are executed precisely as they desire.
We work closely with our clients to create comprehensive Estate Plans that address all aspects of their personal and financial situations. Our goal is to provide peace of mind by developing plans that account for every contingency and avoid potential pitfalls. We understand that Estate Planning can be a complex process, which is why we make it a priority to explain each step of the process to our clients in a clear and concise manner. Contact us today to learn more about our Estate Planning services and how we can assist you in creating a plan that meets your unique needs and goals.
Related services
Probate (Will or No Will) and Trust Administration
At John R. Tatone & Associates, we understand that being in charge of an Estate or Trust can be overwhelming and feel like a second job. Our team has extensive experience in the administration of wills and trusts, making it second nature for us. We ...
Real Estate
At John R. Tatone & Associates, we provide reliable and professional assistance to those looking to sell their real estate "by owner." Our team has a proven track record of successfully guiding homeowners through the sales process while avoiding
Succession Planning and Transfers
At John R. Tatone & Associates, we recognize that
transferring a business to the next generation is an
essential aspect of the Estate Planning process. In the
administration of a trust or will, a business may need to be closed, sold, or
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