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ESTATE PLANNING
Tax effective planning techniques can minimize income, estate, gift
and generation skipping transfer taxes, while ensuring the
distribution plan of the client. Estate planning has a number of
different levels ranging from relatively simple to sophisticated and
complex. The client’s goals are the primary framework for the estate
plan. The client’s net worth and tax exposure is also integral to
designing the estate plan. This process is very personal and should
always be highly individualized.
Every estate plan needs to be specifically and personally tailored
to the individual’s objectives and goals. At Jeanette M. Lombardi,
P.A., this core belief is the driving force of all client
relationships in the planning arena. Representing individuals and
families in the estate and gift tax planning area requires a close
relationship focusing on the goals, values and family dynamics of
that particular client. Ms. Lombardi also has extensive experience
in working with individual trustees, corporate trustees, financial
planners, accountants and insurance agents as part of a client’s
team.
OFFICE
LOCATION
Jeanette M. Lombardi, P.A. | 3033 Riviera Drive | Suite 202 | Naples, Florida 34103
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MAP
& DIRECTIONS
Phone: (239)403-9430 | Fax: (239)643-7017 | Email:
jeanette@jmlombardilaw.com
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