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Estate and Trust Planning

Federal estate taxes and state death taxes can devour over half of an estate. More than $12 trillion worth of assets are in the hands of America's mature population. Demographic changes within the next few decades are expected to result in a great deal of wealth changing hands. Therefore, services related to estates and trusts will soon become even more important. Estate planning serves two basic purposes:

  1. Accumulation, conservation and enjoyment of assets
  2. Planning for the distribution of your wealth (estate)

Estate planning allows you to design a strategy to preserve your assets and to plan and direct the distribution of your assets. It also minimizes tax bills, professional fees, and court costs.

Decosimo helps you make sound decisions related to your estate and succession planning, wealth management, and other retirement-related needs. Proper estate planning is the best way to assure the smooth transition of assets to the next generation. Establishing and meeting your goals is our priority.

Decosimo is an independent member firm of Moore Stephens North America, which is itself a regional member of Moore Stephens International Limited (MSIL). All the firms in MSIL are independent entities, owned and managed in each location. Their membership in, or association with, Moore Stephens International Limited should not be construed as constituting or implying any partnership between them.