Secure Your Legacy
Comprehensive estate planning and administration tailored to protect your family's future and business interests.
Estate Planning Services
I specialize in estate planning, ensuring your assets are protected and your wishes are honored.
Drafting
Wills
Trusts (revocable and irrevocable)
Powers of attorney
Living wills/healthcare powers of attorney
Deeds and transfers
Other estate planning documents
Gifting and Succession Planning
Estate reviews and outlines
Identifying the appropriate times or amounts to gift
Transfer your business to the next generation or sell it and pass the wealth
Estate and gift tax planning and gift tax returns
Working in concert with other professionals including wealth managers, insurance brokers, financial planners, accountants, and other financial professionals
Meet your financial goals through retirement
Wealth Management
Contact Pozzuolo Law for Estate Planning
Reach out for expert estate planning assistance.
Phone
610-213-0228
jeff@pozlaw.com