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Ensure your estate bypasses the probate process.
Insure trusted people are appointed to manage your assets and medical needs if you are unable.
Establish trusts to safeguard your family’s future.
Create comprehensive wills tailored to your needs.
State your wishes clearly so your family isn't left wondering or arguing about what you want.
At John R. Tatone & Associates, we understand the importance of proper Estate Planning to ensure that our client’s wishes are carried out as intended. It is always best to be prepared and to have wills and trusts set up correctly. Our team is dedicated to providing reliable and professional Estate Planning services that will eliminate confusion and ensure that our clients’ plans are executed precisely as they desire.
We work closely with our clients to create comprehensive Estate Plans that address all aspects of their personal and financial situations. Our goal is to provide peace of mind by developing plans that account for every contingency and avoid potential pitfalls. We understand that Estate Planning can be a complex process, which is why we make it a priority to explain each step of the process to our clients in a clear and concise manner. Contact us today to learn more about our Estate Planning services and how we can assist you in creating a plan that meets your unique needs and goals.
At John R. Tatone & Associates, we recognize that transferring a business to the next generation is an essential aspect of the Estate Planning process. In the administration of a trust or will, a business may need to be closed, sold, or transferred. Our team is well-equipped to handle such issues and is prepared to provide expert guidance in explaining, negotiating, or drafting the necessary documents. Our focus is on protecting our clients and making the process as quick and straightforward as possible. We understand the importance of coordinating with accountants and financial advisors to develop a comprehensive plan that eliminates surprises and ensures a smooth transition. Our goal is to minimize any taxes, debts, or other burdens, allowing our clients to transition into a new business venture, pass down the family business, or retire from the business with confidence. With our wealth of experience in this field, we can help our clients achieve their business succession goals while preserving their legacy. Contact us today to learn more about our Estate Planning services and how we can assist you in transferring your business to the next generation.
At John R. Tatone & Associates, we understand that being in charge of an Estate or Trust can be overwhelming and feel like a second job. Our team has extensive experience in the administration of wills and trusts, making it second nature for us. We take the burden off the appointed person in a trust or will and provide consistent updates to our clients through phone, video, email, or in-person meetings. Our goal is to provide the necessary information and guidance to successfully complete the administration of the estate or trust of a loved one. In many cases, we have been able to locate assets that others had forgotten or never knew existed. With our assistance, most of our administration cases are resolved without going to court. Whether you are appointed as a Personal Representative (Executor), Trustee, Conservator, Guardian, or Attorney-in-fact under a power of attorney, we will help you navigate the Probate Court and fulfill your duties.
Although rare, court battles may arise in some cases. A will or trust may be created under unusual circumstances, or valuable items may be missing from the decedent’s home. Our team has seen these and many other types of cases. Our extensive experience allows us to inform our clients of the strengths and weaknesses of each case and provide an estimate of the total costs and time required to reach a resolution. We will ensure that our clients are fully informed of what to expect before, during, and after a court hearing. Contact us today to learn more about our Estate and Trust Administration services and how we can assist you in managing your responsibilities.
At John R. Tatone & Associates, we provide reliable and professional assistance to those looking to sell their real estate “by owner.” Our team has a proven track record of successfully guiding homeowners through the sales process while avoiding the high commissions charged by realtors. Once a buyer is found, our office will prepare the initial purchase agreement, provide expert guidance, review all documents, coordinate with the title company and buyer for closing dates, and attend the closing. Our goal is to make the real estate sales process as seamless and stress-free as possible for our clients.
Contact us today to learn more about how we can assist you with your real estate needs.
Disclaimer: Material Presented On The John R. Tatone & Associates Website Is Intended For Informational Purposes Only. It Is Not Intended As Professional Advise And Should Not Be Construed As Such.
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