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Estates and Trusts

 Couto, DeFranco & Magone provides a broad array of services to streamline the often complex process of trust and estate planning and administration. From straightforward tax planning to the development of individualized plans to minimize the impact of gift and estate taxes, our services are designed to put your mind at ease and ensure your wishes are met with the highest degree of personal service and discretion:

  • Tax and estate planning, including effective wealth transfer strategies
  • Individual Retirement Account (IRA) and qualified plan distributions
  • Charitable gifts, including the management of charitable trusts or private foundations
  • Preparation of fiduciary accountings for trusts and estates