Estate planning is important to ensure the assets you have accumulated are disbured in the manner you see fit, whether it be to family members, friends, or a charitable organization.
However, there is more to estate planning than just the assets you have accumulated. A thorough estate plan allows you to determine who will make important decisions for you if you are unable to make them yourself. It allows you to name a trusted person to make health care decisions and manage your property if you become incapacitated.
John Balestri, Richard Fiocchi, and Nick Balestri of Bernabei, Balestri & Fiocchi have over 60 years of experience helping people plan their estates. We will meet with you, work with you to achieve your wishes, and draft the nessessary documents to ensure that your wishes are fulfilled. The firm of Bernabei, Balestri & Fiocchi will make sure you have peace of mind in case the unthinkable occurs.
We are well-versed in and advise our clients on estate and gift tax laws. We handle all aspects of the funding of trusts, including real estate transfers, transfers of business interests, life insurance forms, and retirement accounts.