Trust and Estate Planning
At Sasserath & Co. our Long Island CPA firm provdes a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to control estate tax obligations with personalized wealth management and asset protection for both U.S. and international families. We first learn all we can about your desires, time frame, and financial situation and then work with you to build a plan that's a true reflection of your goals.
Many of our clients have family-owned businesses so we have developed an expertise in assisting families in transferring business wealth in an equitable and tax-efficient manner. We understand both the human and financial elements involved with these transitions and will put plans in place to transfer funds to your beneficiaries in an organized and timely manner.
Estate planning services:
- Estate and trust administration
- Trustee services
- Gift services
- Retirement planning
- Asset protection
- Corporate executor services
- Established relationships with attorneys and banks
- Ongoing administration services
- All related tax services and filings
To learn more about how we can assist your business, contact us at 631-368-3110 so we can answer any questions and give you a consultation.