Capobianco & Cohen, LLP | Estate Planning • Tax • Business • Charitable Planning

Firm Overview


     At Capobianco and Cohen we provide a full range of business and estate planning services for both moderate and high net worth clients. Our individual clients include those with non-taxable estates in need of basic plans to provide for their children, as well as those with taxable estates in need of advanced planning strategies to preserve wealth and leave a lasting legacy. In addition to our individual clients, we also serve as general counsel to small business clients, assisting them in all activities of their day to day business operations including a) business formation and structure, b) asset protection, c) buy sell agreements, d) succession planning, and e) the sale of the business.

     Regardless of the size of the client, our goal is to be your closest and most trusted advisor. To accomplish that goal, we invest whatever time is necessary to develop an understanding and sensitivity to your most intimate goals and aspirations. Only then can we ensure that those people closest to you, and those institutions most dear to you, are provided for in a way consistent with your desires and beliefs.

 

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