Estate and Tax Planning

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and your loved ones could be hurt both emotionally and financially.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the constantly changing estate tax laws and emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.  Determining who to trust to help grow, preserve and transfer your legacy to future generations is one of the most important decisions you will ever make.  We can refer you to a qualified estate planning attorney that specializes in these matters.  Please call us at (214) 234-8414 or e-mail us at

Today’s financial environment is very uncertain, making the financial journey less predictable.  In the US, we have entered an environment of rising taxes. That’s why it’s important now, more than ever before, to incorporate tax planning into your portfolio and all of your financial decisions.  We look for ways to minimize your current and future tax burden.  We can refer you to qualified tax specialists.  To learn more about tax reduction strategies or schedule a complimentary consultation, please call us at (214) 234-8414 or e-mail us at

Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matter. 

Free Consultation
For over twenty years, Tony Coccarelli has created, implemented and monitored financial plans and portfolios for his clients. We invite you to join him for a no-obligation consultation.