In this complex area of the law we take the novel approach by listening to our clients concerns and needs. We work closely with your attorney, financial advisor as well as insurance agent to develop an estate planning opportunities. We prepare:
The estate administration can be difficult to maneuver and our years of experience can help negotiate elections, provide guidance on distribution rules to help you through the process. With over 80 years collective experience, we are involved in all elements of estate, gift, and trust planning as well as tax preparation.
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March 19, 2020
To Our Valued Clients and Friends,
We are closely monitoring the situation regarding COVID-19 (Coronavirus). In order to protect the health and safety of our staff, clients and the community, We have decided to close our physical office to the public.
We will be fully operational and will maintain client contact through telephone calls and tele- conferencing . We hope the transition will be seamless and we will keep you apprized of changes. If you have a question or concern, please contact us by phone at 856-691-9544.
Triantos and Delp CPA's LLC.