Estate Planning

Rock Fusco & Connelly, LLC’s estate planning practice focuses on counselling clients in sophisticated asset protection and wealth transfer techniques. We carefully work with clients, as well as their financial advisors, to create a personalized and flexible estate plan to manage, preserve and transfer wealth to future generations.

In addition, we assists clients and their families with trust and estate administration, including the preparation of estate and gift tax returns, estate and trust accountings, and other necessary documents to manage the administration as expeditiously as possible.

  • Estate Planning
  • Trust and Estate Administration
  • Asset Protection
  • Business Planning