Trust & Estate

At Stefanizzi Professional Corporation we take a comprehensive approach in providing taxation services including trust, estate, and succession planning services for our clients.

We work closely with our clients and their families to create a foundationally strong plan with the goal of simplifying the taxation reporting process and minimizing the burden that death has on our clients, allowing them to focus on what matters most.

We guide our clients through the process in ensuring their trusts and estates are tax compliant, while also ensuring we meet their objectives and protect their wealth.