>>SERVICES

Our Firm

For more than 25 years, Visci & Associates has offered a wide range of legal and tax services to help clients achieve goals, preserve wealth and plan for success.

Wills, Trusts & Estates

From very basic Will preparation to more complex Trusts or Estate Planning, we begin by taking time to understand our clients’ concerns and intentions.  We explain the process and the options.  We carefully draft, explain, and review documents so our clients can be sure their wishes will be carried out.  

Our firm is there after a death to insure the estate is settled and the assets distributed to the beneficiaries.  As part of this process, we help clients understand the various taxes that can affect an estate and we work to lessen their impact.

Estate Planning

Our goal in Estate Planning is to make sure our clients’ wishes are carried out, to protect their assets, and preserve their income, reduce or eliminate taxes.   

We review our clients’ finances, family structure, and their goals.  We then design a strategy, explain the options, answer questions, and then prepare documents.  Families are brought into the process, if a client wishes to do so.  After the documents are executed, Visci & Associates is there to work closely with our clients to monitor the plan and insure it remains intact and effective.

Elderlaw

As part of the Will preparation or Estate Planning process we review Elder Law issues, Given the financial burdens of catastrophic illness - Medicaid Planning is an important part of the process at every level.  Our role is to help our clients plan for their comfort and security, while protecting their assets.

We also educate and assist our clients with the use of Health Care Directives, Medical Proxies, Powers of Attorney and other special needs. 

Real Estate

Real estate is a cornerstone of wealth and security.  Our office assists and guides clients in the purchase and sale of residential and commercial real estate.  This includes helping clients evaluate and structure their transaction and the financing.  We assist our clients in dealing with broker, tenant, title, and other issues that may arise.

As part of the process we analyze tax benefits, help avoid tax costs.  We remain sensitive to the Estate Planning and Elder Law issues that might effect our clients real estate ownership. 

Taxation

Each client’s financial and tax situation presents opportunities and traps. Our office prepares income tax returns for individuals, business, real estate entities, estates, and trusts. From the simplest returns to the most complex, we consider every means of reducing our clients’ tax burden. 

Our accounting services are tailored to our clients’ business needs, style, and desire for information.  We analyze and integrate our client’s business and personal taxes, and retirement planning to minimize taxes and maximize savings. 

Business Law

Thoughtful planning is the key to business success.  We assist our clients in starting, purchasing, and selling all types of businesses. We provide counseling on how clients can best use corporations, LLC’s, and partnerships to protect their assets, succeed in business, and have peace of mind. 

We help our clients find solutions for various business concerns, such as succession, business terminations, partner buy-outs, buy-sell, and other shareholder agreements.

Litigation

It is essential to make every effort to avoid costly litigation by planning properly and having quality representation.  Our practice in real estate, estates, business, and taxation is enhanced by our litigation experience and readiness to protect our clients’ rights and property if litigation cannot be avoided.