It's vitally important that clients not only concern themselves with the accumulation of wealth, but also give equal attention to the distribution of their accumulated wealth when the time comes. Joe not only helped me with plans for the distribution of my estate between my family members and my chosen charitable organizations, but was sensitive to the tax implications of my decisions and multi-generational safeguards. He also made sure that I was covered by other documents, such as Power of Attorney, Living Will and healthcare proxy. He made the process as transparent and stress-free as possible, and I feel confident in the decisions I have made. I would recommend that all conscientious people protect themselves and their assets as I have, and that they work with an estate planner as knowledgeable and reassuring as Joe Cipparone.
