Main Office: 716.633.1373 | Lockport: 716.438.2190

Main Office: 716.633.1373 | Lockport: 716.438.2190

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Category: Financial Matters After the Death of a Loved One

July 25, 2024

SCOTUS: Life Insurance Proceeds Increase Corp.’s Estate Tax Value

On June 6, 2024, The U.S. Supreme Court, in a unanimous decision, held that…

Estate Planning, Financial Matters After the Death of a Loved One, Financial Planning, General Business, IRS, Retirement, SCOTUS, Small Business, Tax Planning, Trusts

May 31, 2024

Handling Matters After the Death of a Family Member or Loved One

As your trusted advisor, your CPA at Tronconi Segarra & Associates is by your…

Estate Planning, Financial Matters After the Death of a Loved One, Financial Planning, Personal Financial Planning