Wills, Trusts & Estate Planning

Wills, Trusts & Estate Planning

Our comprehensive estate and trust planning tools help to ensure that what you have worked tirelessly for goes to the people and places that mean the most to you. At Vuono & Gray, LLC, we are dedicated to providing you with a customized estate plan that helps to accomplish your goals while complying with ever-changing state and federal laws.  We are licensed to practice in both Pennsylvania and Florida and assist many of our clients who spend time in both places or decide to change their residency.

Our estate planning services include:

• Preparing appropriate documents to protect you and your assets, including wills, revocable and irrevocable trusts, special needs trusts, living wills and durable powers of attorney
• Work with your tax and investment professionals to customize income and estate tax and financial plans to safeguard your assets while minimizing tax consequences
• Trust planning and administration, including on-going counsel to trustees and preparation of trust tax returns
• Creating succession plans for your assets and businesses, including family limited partnerships, life insurance planning and trusts, dynasty trusts, etc.
• Gift planning, including family gifts, generation-skipping transfers, education trusts, etc.
• Preparation and filing of fiduciary income and gift tax returns
• Advising on residency issues, including all aspects of Pennsylvania and Florida residency
• Charitable planning, including charitable trusts and annuities, private foundations and planned giving
• Insurance trusts and planning (life, disability, long-term care, liability)
• Advising on other estate planning tools, including personal residence trusts, self-cancelling installment notes, private annuities, etc.
• Retirement and education funding
• Guardianships for the elderly and special needs individuals