Estate & Financial Planning

Since its founding a half-century ago, D'Arcangelo & Co.,LLP has been known for its careful management of estates and trusts. Both time consuming and detail oriented, proper planning and stewardship requires strong experience to satisfy all affected parties. To assure accuracy and efficiency, our proven team approach typically includes the services of your attorney.

From establishment of the estate to routine review and analysis of its worth, we offer long-term relationships suited to your specific needs.

D’Arcangelo & Co., LLP has expertise in:

• Estate planning
• Review of existing estate plan
• Estate liquidity analysis
• Estate distribution analysis
• Retirement planning and distribution
• Charitable planning through the use of charitable giving vehicles
• Planning through the use of family partnerships, LLC's, etc.
• Financial planning
• Lifetime planning through use of gifts
• Generation skipping transfers
• Inter vivos and testamentary trusts
• Estate administration including preparation of court accounting
• Private foundation adminstration
• Postmortem planning with disclaimers and elections
• Federal and state estate tax return preparation
• Fiduciary tax return preparation

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