Services To Meet Your Unique Planning Needs

life planning

Life Planning

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.

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Estate Planning

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.

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estate planning

estate, gift & GST taxes

Estate, Gift & GST Taxes

When evaluating which type of estate planning is best for you and your family, including whether advanced estate planning may be indicated, it is important to understand what transfer taxes are (estate, gift, and GST taxes) and how they work.

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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.

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advanced estate planning

estate administration

Estate Administration

Oftentimes estate issues are more involved, so we provide services for ongoing administration to address those concerns.

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Business Planning

Our business planning practice can assist in the areas of general counsel, establishing a business, succession planning, international business and data privacy.

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business planning

urgent planning

Urgent Planning

In times of crisis, when death is imminent, our firm is able to offer emergency/concierge level estate planning services to those in need.

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