The firm has an extensive practice and significant experience in this area. This practice group is led by Frank Nardi, who in addition to being an attorney is also a certified public accountant and a certified financial planner. We provide services in several areas.

Preparing for Difficulties During Life

The firm’s attorneys work with people to ensure that if a tragedy happens and they are unable to care for themselves, that the legal and financial tools are in place for their financial and medical care. Also, we help people plan for major accidents where terminal conditions arise but they are unable to communicate by making sure that their wishes are known in advance and will be followed by the use of advanced care directives and living wills.

Planning for the Family’s Future After You Are Gone

The firm assists its clients in planning so that they may pass on the fruits of their life’s labor so that it reaches their intended beneficiaries with the minimum tax burden. The firm’s estate planning attorneys also ensure that the structures are in place which ensure that a person’s assets are properly managed so that they last. We also work to ensure that our clients’ assets will be well-managed for the benefit of young beneficiaries and that children will be cared for.

Tax Planning

One of the most difficult areas in estate planning is to minimize the tax burden on your loved ones – you worked to earn your assets and want them to be passed on to those whom you intend. The firm’s attorneys work to structure your estate planning documents to ensure that the transfer of your assets to your beneficiaries triggers the minimum tax burden possible. Frank Nardi’s experience as a certified public accountant is invaluable in this area.

Estate Administration

Dealing with probate and administering a loved one’s estate, including insurance claims, locating and valuing assets, the complexities of business ownership or family partnerships, dealing with estate debts and taxes, and, finally, transferring title and distributing assets to the intended beneficiaries can be complex and daunting. Our attorneys are experienced in dealing with these intricacies and routinely handle these complex tasks at a difficult time.

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