Estate Planning

Ronca & Associates prepares custom estate plans to establish asset protection, family legacy, and peace of mind for our clients.

A prudent estate plan will be structured to avoid the need for a conservatorship proceeding during your lifetime and probate proceeding upon your death, as well as to minimize or eliminate estate taxes, providing maximum benefits to you and your loved ones. With our expertise, your estate plan will ensure that your personal and financial affairs are properly memorialized in the event of incapacity and at death.

Most importantly, a well-designed estate plan is the foundation of an orderly settlement of your assets to your loved ones, ensuring that your legacy lives on according to your wishes. Ronca & Associates can assist with every component of a comprehensive estate plan to set you and your loved ones up for success.

Estate planning services offered:

• Revocable Living Trusts

• Special Needs Trusts

• Trusts for Children and Grandchildren, including Generation Skipping Planning

• Wills

• Charitable Trusts

• Irrevocable Trusts

• Durable Powers of Attorney

• Advance Health Care Directives

• Estate Tax Planning

• Planning for Retirement Benefits (including IRAs)

• Gift Planning and Gift Tax Planning

• Advanced Tax Planning

• Family Partnerships, Limited Liability Companies, and similar entities