Monique has been helping people in Long Island, New York, and the surrounding areas since 1997. Our depth of experience allows us insight into often overlooked areas when it comes to planning your estate. For example, we have the knowledge to appropriately incorporate your IRA and 401k into your plan.
The handling of retirement fund distributions can have significant estate and income tax repercussions. We can build your plan to minimize these repercussions. It is just one of the many steps we are prepared to take to ensure the best results for you and your family.