A HOLISTIC & COLLABORATIVE APPROACH
At the Law Offices of Michael J. Amoroso, we take a holistic approach to Life & Estate Planning.
The holistic process involves a thorough, in-depth review of a client's entire situation including family relationships/dynamics, financial accounts, retirement accounts, real property, sources of income, insurance policies, health care coverage, long-term care wishes, a review of any pre-existing planning documents as well as the client's current objectives and long-term planning goals.
Once all this vital information is obtained, and we have a "full picture" of the client's situation and planning wishes, an appropriate Life & Estate Plan can be implemented and achieved.
In addition, we believe in the importance of a collaborative approach, and we work together synergistically with other professional advisors, including financial planners, investment advisors, accountants, insurance professionals, etc. as part of the Life & Estate planning team.
We believe this holistic and collaborative approach enables us to deliver the most comprehensive, practical, and effective Life & Estate plan to each and every one of our clients.
If you would like to learn more about our holistic and collaborative approach to Life & Estate Planning, please contact us at (914) 686-7272.