Services To Meet Your Unique Planning Needs
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.
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.
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.
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.
Probate & Estate Administration
Oftentimes estate issues are more involved, so we provide probate & trust services for ongoing administration in order to settle the estate of a loved one after they have passed away.
Business Planning
Our business planning practice can assist in the areas of general counsel, establishing a business, succession planning, international business and data privacy.
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.
