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Estate Planning

Estate Planning is an often-overlooked aspect of financial planning.  Proper planning can leave your family with a secure worry-free financial future.  When a plan is properly structured, you can leave a family legacy that will last for generations.   However, be aware that without proper planning, the IRS will take their share of your estate and your assets can be held up in probate for years.

At Damico Integrated Wealth Management, you will work with a team of specialists who will help you to prepare and execute an estate plan that is right for you and your beneficiaries.   An often-overlooked aspect of estate planning is the fact that insurance documents and other similar contracts may supersede the wishes you may have outlined in your living trust or will.  Making sure that all your beneficiary forms are in order,  you are transferring your assets in the most tax efficient manner, and you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts is vital.  Mauro D’Amico has been involved in preparing Estate and Fiduciary tax returns as well as ushering the transfer of assets to the next generation for more than 25 years. 

Give yourself and your loved ones the peace of mind that comes with knowing you have a sound financial plan that takes care of them when the time comes.  Start the process today.  Call 818-839-5335

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