An estate plan puts you in control of your financial
destiny, and preserves the assets for which you've worked so hard.
In addition, it provides the outline for an orderly, efficient transfer
of assets to your heirs, and minimizes the costly impact of estate
taxes. By utilizing a trust, you may also reduce your estate settlement
expenses as well as guard your family's privacy by removing assets
from the probate process. In short, a trust is a very personal asset
management plan that you design with your attorney and Romano Brothers
At our firm, we do more than simply manage your assetswe
ensure they are administered without interruption and passed to
the next generation according to your desires should you become
unable to manage them. While we do not act in the capacity of corporate
trustee, our clients often appoint us to act as investment advisor
for their personal trusts held at other institutions such as bank
trust departments. This has become a highly sought after and rapidly
growing segment of our business.
Your Romano Brothers Portfolio Manager is familiar with all
the various complex instruments used in the estate planning process.
We will work on your estate's behalf to minimize taxes, resolve
administrative problems, and provide prompt distribution to your
heirs and designated beneficiaries.