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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 independently owned and operated member firm of both the Moore Stephens North America (MSNA) association of member firms and the Moore Stephens International Limited (MSIL) network of member firms.  Neither MSNA nor MSIL provide services to clients.  Decosimo is a separate and distinct legal entity, subject to the laws and professional regulations of the jurisdictions in which it operates, and is not authorized to obligate or bind MSNA, MSIL, or any other member firm of MSNA or MSIL.  Decosimo is liable only for its own acts or omissions and not those of any other person or entity including MSNA, MSIL and other member firms of MSNA and MSIL.