Estate Planning

Estate planning is a critical component of your overall financial plan to ensure that your assets are distributed according to your wishes when you pass away.

deRocco Financial Group can help align your financial goals today with your estate plans for the future, ensuring that you:

  • Preserve and enhance the value of the estate to the greatest extent possible;
  • Minimize taxes, where possible;
  • Distribute the estate based on your wishes and intentions, including charitable giving if desired;
  • Create an Asset Protection Plan (if you own substantial assets)  

Free Consultation & Evaluation

Sound financial advice is based on years of training, hard work, and passion, as well as familiarity with the current market and future trends, tempered by sound consideration. You’ll find all that and more with deRocco Financial Group. 

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