Estate Planning & Family Wealth Preservation

Our estate planning services include the preparation of: Marital, Family & By Pass Trusts, Testamentary Trusts, Irrevocable Trusts & Insurance Trusts, Living Trusts & Revocable Trusts, Special Needs Trusts to Protect a Child, Pour over Wills, Living Wills and Directives to Physicians, Healthcare Power of Attorney and Durable Financial Power of Attorney.

Corsaro & Associates also offers a full range of wealth preservation planning services focused on the needs of entrepreneurs and high net worth individuals. We have developed, prepared and implemented creative strategies that combine substantially discounting value for gift/estate tax purposes, transferring it to younger generations and asset preservation. Further, we have significant expertise in implementing prenuptial and post nuptial planning for our clients. We work closely with our clients and their other advisors to: protect and preserve a client's business and personal assets during their lifetime; Maximize the amount of these assets available to the client's family and future generations; Minimize the impact of wealth transfer taxes; Determine the timing and circumstances under which loved ones and younger family members receive the benefit and/or control transferred assets.