At Riccio & Beletsky, LLC we help you protect yourself, your wealth, and your heirs. As an executive, family business owner, real estate investor, or anyone with assets, you have worked hard to build your personal wealth. Without the proper planning, many of your assets can be taken away or taxed more heavily than necessary.
In many cases, unprepared heirs can lose asset value simply because they do not have the advice and tools that they need or they lack the structures to protect them from litigation or a failed marriage. By preparing for future unforeseen events, you can protect your wealth, your lifestyle, your heirs and estate.
Whether you need a simple will or more complicated planning techniques such as an Irrevocable Trust, or a Grantor Retained Annuity Trust (GRAT), Riccio & Beletsky, LLC can guide you through the process in a clear, simple and effective way.
Ultimately, we help you protect your assets and minimize or even avoid estate & inheritance taxes.
Schedule your initial consultation online or call 203.469.8080.