Estate Planning

Securing Your Assets

Making plans for your estate upon your death involves weighing many different factors. Developing a solid estate plan can be challenging, as the future can be uncertain. Consulting knowledgeable tax and financial consultants can smooth the process and help make sure your goals for your financial legacy are met. At James T. Borello & Co., our consultants have decades of experience working with clients on their estate plans. We help our clients make decisions about investments and retirement tools that work with their long-term goals. We will make sure your estate plans integrate smoothly with all your finances.

Estate Considerations

  • IRAs
  • Tax Minimizations
  • Protecting estate and Income
  • Choosing Executors
  • Designating Beneficiaries

Contact us to discuss your estate planning needs.