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Legacy & Estate Planning

Client Centered

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. 

Tax-efficient estate planning starts with an understanding of your overall financial picture. At Couto DeFranco Wealth Management, we’re Certified Public Accountants, as well as CERTIFIED FINANCIAL PLANNERS™ – drawing on multi-tiered expertise to offer the guidance you need to make timely, informed planning decisions.  

We offer a variety of individualized estate planning services, including: 

  • Wealth transfer strategies 
  • Business succession planning   
  • Charitable gift giving 
  • Planning for retirement distributions*

Having a will is only the first step of comprehensive estate planning. You also need to understand Federal inheritance laws so that your wishes are carried out properly. We make sure that the transfer of your wealth will not be derailed by legal loopholes.

Estate planning doesn’t stop at your initial plan. Things can change in your life that will impact what you leave to your heirs. We work with you to regularly evaluate your situation to make sure your estate plan is up to date. 

Income and estate taxes can have a significant impact on what you leave behind. Couto DeFranco uses our tax-smart approach to minimize these taxes so you can provide your heirs and chosen beneficiaries with the best possible financial opportunities. 

Estate Planning services offered include but are not limited to:

  • Wealth Transfer and Tax Reduction
  • Multigenerational Wealth Transfer
  • Charitable Gifting
  • Trust Services