Estate, trust and tax planning questions influence nearly every business and family financial planning decision we make. Every divorce and matrimonial case presents questions unique to each particular case. Stay at home care givers often suffer the tax consequences of decisions made by the primary earning spouse. Self employed individuals, family businesses, wrestle with issues ranging from making the best choice of which business entity to use (e.g., sole proprietorships, corporations, partnerships or limited liability companies), how best to plan for retirement, how to provide tax deductible health care benefits for family members, whether to write a last will and testament and, if so, how.
These questions and many, many more, typically rest of the tip of our client’s tongues and at James Zisa Attorneys was have the resources to answer these questions, and more. James Zisa Attorneys offers a full scope of services for clients interested in discussing estate, trust and tax planning questions. Most small law firms do not offer complex tax and business planning services – we do. Once a client, you will never hear us tell you: “You really need to talk to your tax advisor.” Our lawyers are CPA’s with advanced degrees in economics and, in addition to our law degrees, our attorneys have advanced law degrees in taxation and estate planning. Of course, our clients are always free to work with any tax advisor of their choosing and many clients trust us to point them in the right direction. However, at James Zisa Attorneys we pride ourselves in being a “one-stop” shop for all of your financial planning needs and our client’s certainly appreciate the convenience.
Through our close association with the Saffo Law Firm, we are pleased to offer a variety of articles and topical information addressing most common estate planning questions and concerns. Just click on our FAQ links appearing to the left for more information. Even after reading this information, most of our clients still have more specific, technical questions and we are happy to help. Feel free to call us with your questions.
