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Estate Planning

At Donato Financial Group we are committed to maintaining an estate transfer strategy that is simplified, efficient, and complete. As a DFG client, we want to learn about your goals, learn about what is important to you, we will take an inventory of the assets, we will learn about how you have acquired those assets, and ultimately what would you like to have happen to those assets once you pass on.

Using our expert network of advisors, we will include a complimentary and no obligation review of your existing legal estate documents such as your wills, trusts, and directives.

Once we have a clear direction of your objectives, we will craft a blueprint and address all the risks that may get in the way of a successful estate transfer.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (201) 505-0500