As part of our multitude of services, ACI analyzes each family’s needs by determining the client’s testamentary desires. By doing so, we have been able to maintain an exceptional performance record that we strive to maintain. We do this by:
- Confidential review of all financial information
- Tax identifier and recognition
- Dealing with economic and legal issues
- Identifying opportunities for strategic planning
- Preparation of highly customized and sophisticated estate planning contracts to enhance planning opportunities
- Ongoing estate planning service and maintenance of estate plans.
- Additionally, we provide skilled legal assistance in lifetime and after-death trust and estate administrations and litigation.
ACI Estate Planning has been involved in the financial industry since 1982, with one of the most reputable estate planning experts in the business, Peter Guzzi at the helm. His entrepreneurial mindset will help individuals and corporations with new insight as to the most lucrative means to your family’s estate.
