Thank you so much for all your help and advice through a difficult time for me. I can rest easier knowing Ava will be taken care of. With much gratitude.Lisa C.
Dear Mr. Di Costanzo, I'm so happy that you have been helpful to me and in the future. Your's respectfully,Mary R.
Sal, Thanks for your valued friendship and service all these years.Joe M.
Salvatore, I would like to take the time to thank you. My wife and I are more than pleased with the level of detail that you and your firm have provided over the past years with our Tax Preparations. As to be expected, we were hesitant to switch our previous Tax Preparer after 20+ years of service but, due to small inaccuracies that had potential personal gains, we felt comfortable to bring our business to your firm after the endorsement of our personal Investment Counselor. Our next move with your firm is to start and finalize our Estate Panning. Looking forward to our next meeting. Much Thanks, Michael & GayMichael & Gay
Partner - Maker, Fragale & Di Costanzo, LLP
Co-authored by Joanna C. Feldman This question was recently asked at an event we hosted during…
Co-authored by Joanna C. Feldman Under the usual fact pattern, a retirement account will not render…
While I cannot say whether there are mistakes in your estate planning documents, the wording…