Tax considerations run through nearly every estate plan, business sale, and property transaction, and a plan that ignores them costs real money. Fazzio Law advises on the tax dimensions of its planning and transactional work: how an estate plan, a gift, or a deal structure plays out in tax terms, before the documents are signed.
The firm also advises on charitable giving: charitable trusts, foundations, donor-advised funds, and the beneficiary designations that carry a gift, each of which is treated differently for tax purposes.
Often the work is done alongside your accountant, not in place of one. The firm coordinates with a family's existing advisors so the legal structure and the tax filings tell the same story.
No. A modest charitable bequest done properly, or a beneficiary designation pointed at a cause, costs little to set up and does exactly what the family intends.
No Cost Initial Consultation
Call the office, book a time online, or send a message through the firm's contact page. Every fee is flat and stated in writing before any work begins.
208-279-7568