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Essential Estate Planning

A wide variety of individuals and families can reap the many benefits of an estate plan, which include a smooth transfer of assets to future generations, maximizing the value of wealth transferred, and protecting family-owned businesses. At Palmieri Tyler, our knowledgeable attorneys are equipped to provide full-service estate plans customized to meet our clients’ wishes, including assistance in planning for the effective and efficient transfer of property. Our estate planning attorneys are especially skilled at evaluating and developing financial strategies for estate plans, as several of them have backgrounds as Certified Public Accountants and LLMs in taxation. We are also highly experienced in drafting estate documents, such as wills and trusts, to put an estate plan into effect. 

We will assess your goals to appropriately provide the best estate plan for you through the following services:

  • Identifying and implementing future goals through customized estate plans
  • Personal income, business, gift and estate tax planning
  • Business succession planning
  • Charitable and philanthropic planning
  • Drafting property agreements