Estate and Succession Planning

Preservation of family wealth is an important aspect of everyone's life. Many times a significant asset is closely-held company stock.

Estate planning involves developing strategies within the current tax law that permit assets to pass to the intended beneficiary with as little estate tax as possible. Manzi, Pino and Company will examine financial position, title to assets and personal objectives when developing client plans.

1895 Walt Whitman Road
Melville, NY 11747

info@manzipinocpa.com

Tel: (631) 420-5620
Fax: (631) 420-8332

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