Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. 

 

Hoyt, Filippetti & Malaghan, LLC's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individuals wishes are followed. 

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Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.