Estate & Succession Planning

Strategize Your Legacy & Business Transition

At Covello Financial, we deeply appreciate the dedication you’ve invested in accumulating your assets and building your wealth. Recognizing the paramount importance of estate planning, we stand ready to assist in meticulously arranging your financial affairs, ensuring a swift and tax-efficient transfer of assets to the next generation.

Contrary to common assumptions, estate planning isn’t just for the wealthy. We specialize in structuring your estate tax efficiently, preserving the assets you’ve diligently acquired without imposing a substantial tax burden on your heirs.

Begin the journey of securing your legacy by taking the first step in estate planning. Reach out through the contact section below and an experienced team member will contact you to explore your options.

In addition to estate planning, our comprehensive services extend to Succession Planning. Whether you contemplate selling your business or transferring it to a family member or friend, Covello Financial Group takes pride in simplifying what may seem complicated. While you continue to manage your business’s day-to-day operations, we work diligently behind the scenes, ensuring your needs and desires are met in your succession plan.

With over eight years of experience in succession planning, we collaborate closely with your trusted accountants and lawyers, ensuring a seamless transition. Let Covello Financial Group be your trusted guide in navigating both estate and succession planning.

Ready to take the leap?

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