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Estate Planning Services

estate planning services

James Castaldo CPA & Associates offers estate planning services that help individuals and business owners plan for the future. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.

Our New Jersey CPA firm is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

At James Castaldo CPA & Associates, we are deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 631-302-1945 for a free initial consultation. Together we'll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.

Trust and estate planning for individuals includes: