At DiSanto Priest we take a holistic integrated approach to the entire planning process. Estate planning is integrated with business succession planning, family planning, and tax planning.
By combining the talents of our tax team, our consulting team, our affiliates at Bentley Wealth Advisors, LLC and local estate and family law attorneys, we provide you with guidance through the entire process.
Each plan is unique and designed to mitigate taxes where applicable and most importantly ensure the orderly transfer and protection of your wealth to your heirs. Left unattended, your Estate could be subject to public probate, unintended taxes, large professional fees and uncertainty about your intentions.
Topics for discussion include: