Estate Planning

Tax-efficient estate planning starts with an understanding of your overall financial picture. At Couto, DeFranco & Magone, 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.

The firm offers a variety of individualized estate planning services, including:

  • Wealth transfer strategies
  • Business succession planning
  • Charitable gift giving
  • Planning for IRA and qualified plan distributions*

Nelson J. Couto* is a registered representative registered to transact business with clients in FL, NJ, NY, OR, PA & VA and is also an insurance agent licensed in NJ as well as an Investment Advisor Representative licensed in NJ & VA. Anthony DeFranco* is a registered representative registered to transact business with clients in AZ, CA, FL, NC, NJ, NY, OR, PA, VA & WA and is also an insurance licensed agent licensed in NJ as well as an Investment Advisor Representative licensed in NJ. Nick Magone* is a registered representative licensed to transact business with clients in NJ & NY and is also an Investment Advisor Representative licensed in NJ. If you are not a resident of the states noted above, all investment related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell any services. *Securities offered through H.D. Vest Investment ServicesSM, Member SIPC Advisory Services offered through H.D. Vest Advisory Services, Non-bank subsidiaries of Wells Fargo & Company, 6333 N. State Hwy 161, Fourth Floor, Irving, TX 75038, (972) 870-6000.