Services To Meet Your Unique Planning Needs
We work with our clients to help them achieve their goals all while assuring their wealth is transferred along with Wisdom – the passing of one’s values, insights and stories for future generations.
Estate planning at Squillace & Associates, P.C. isn’t just filling in the blanks. We listen to what your wishes and desires are for how you want things managed after your death and work to produce a plan that reflects your wishes.
Advanced Estate Planning
We also help with more complex issues that are beyond the scope of the typical will, trust or charitable giving. These include developing a wealth transfer process, asset protection, and establishing irrevocable trusts.
Oftentimes estate issues are more involved, so we provide services for ongoing administration to address those concerns.
Our business planning practice can assist in the areas of general counsel, establishing a business, succession planning, international business and data privacy.