Estates & Trusts
At Hallisey & D'Agostino LLP, Certified Public Accountants, a Hartford CPA firm, we believe that the first step in developing an estate plan is listening. Listening develops trust and helps us get to know you and your goals for the future. For planning and guidance built around your particular needs, you can count on Hallisey & D'Agostino LLP, Certified Public Accountants. We listen to you, then recommend strategies for developing a plan that meets your needs. Request a free consultation to find out how we can help you develop a smart financial plan.
Our estate and trust services include:
- Estate planning
- Business succession planning
- Planned giving programs
- Life insurance analysis (adequacy & structure)
- Retirement planning
- Trusts -- irrevocable, marital, living, and land trusts
- Trustee services
- Estate and trust tax planning and compliance
- Estate and trust administration
- All related tax services and filings
Call us today at 860-563-8271 Extension 106 and ask for Adelbert L. Hallisey or Extension 222 and ask for Gerald J. Cibalskas regarding our estate and trust services.
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Hallisey & D'Agostino LLP, Certified Public Accountants is a Hartford CPA firm that provides a wide variety of accounting, tax and financial management services. Our clients are located in towns like Hartford, Wethersfield, West Hartford, East Hartford, New Haven, New Britain, Middletown, Milford, New London, Old Saybrook, Farmington, and more. We service clients in Hartford County, Middlesex County and New Haven County.