Estate & Trusts

Estate & Trusts

Since its founding over 70 years ago, D’Arcangelo & Co., LLP has been known for its careful management of estates and trusts.

Tailored for Your Needs

Both time consuming and detail oriented, proper planning and stewardship requires strong experience to satisfy all affected parties.

To assure accuracy and efficiency, our proven team approach typically includes the service of your attorney.

From establishment of the estate to routine review and analysis of its worth, we offer long-term relationships suited to your specific needs. Our approach is dynamic, adapting readily to the rapidly changing tax environment.

Services Include:

Business Succession

Charitable Planning

Estate Administration

Estate Liquidity & Distribution Analysis

Estate Planning

Family Limited Partnerships and LLCs

Federal and State Fiduciary Tax Return Preparation

Generation Skipping Transfers

Inter Vivos and Testamentary Trusts

Irrevocable Life Insurance Trusts

Lifetime Giving

Private Foundations

Retirement Planning and Distribution

For more information about estate and trusts,
Please Contact us Today!

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