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LEGAL SERVICES
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ESTATE PLANNING:
Wills; general and limited powers of attorney; health care proxies; revocable living trusts; irrevocable life insurance trusts; qualified retirement plan trusts, dynasty trusts and multi-generational "stretch" IRA planning; beneficiary designation strategies; individual & charitable gifting strategies; estate planning with college savings plans.
ELDER CARE - DISABILITY - NURSING HOME ISSUES - GUARDIANSHIPS - LONG TERM CARE PLANNING - ASSET PROTECTION PLANNING:
Provided in association with leading specialists and our team of outside expert partners in this area of practice.
FIDUCIARY SERVICES:
Independent trustee and trust administration services are offered through our affiliation with two of the most prominent fiduciary service organizations in the banking and financial services industries.
PROBATE & ADMINISTRATION OF ESTATES:
Asset and account ownership transfers; executor appointments; discharge of creditors; court filings and appearances; estate and gift tax returns; income in respect of decedents; probate court license to sell real estate; inventories and final accounts.
PROBATE & TAX LITIGATION:
Provided in association with leading specialists and our team of outside expert partners in this area of practice.
REAL ESTATE:
Purchase and sale of real estate; nominee real estate trusts; homestead declarations; mortgage financing and lending solutions; IRC Section 1031 tax-free exchange programs for rental real estate and business properties.
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TAX & BUSINESS SERVICES:
Audits; reviews; compilations; opinion letters; financial statements and analysis; regulatory compliance issues; due diligence matters; business succession and continuation planning; deferred compensation arrangements; qualified retirement plan design and implementation; retirement plan and ERISA compliance; supplemental retirement plans.
TAX PREPARATION:
Federal and state income tax returns; individual and business tax returns; prior-year amended returns; electronic filing of all tax returns.
TAX PLANNING:
Income, estate and gift tax planning strategies; estimated tax payments; alternative minimum tax planning strategies; income tax reduction strategies through federal and state tax credit programs; Roth IRA conversion analysis; required minimum distribution planning strategies for IRA and retirement plan accounts.
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FINANCIAL PLANNING SERVICES:
We offer sophisticated financial planning services on both a single issue basis and a multi-faceted comprehensive planning basis. Areas of focus include educational planning; asset allocation and investment management; retirement planning; tax planning; estate planning; risk management and insurance needs analysis. These services are made available on either a fixed-fee or hourly rate basis. Due to federal securities regulations which prohibit internet access to this site from any state in which we are not registered to provide these services, you will have to contact us directly for information about the comprehensive services that we offer in these areas.
Advisory and planning services offered through:
SSN Advisory, Inc., A Registered Investment Advisor
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MUTUAL FUNDS - SECURITIES BROKERAGE -
FEE-BASED ASSET MANAGEMENT:
Due to federal securities regulations which prohibit internet access to this site from any state in which we are not registered to provide these services, you will have to contact us directly for information about the comprehensive services that we offer in these areas.
Securities offered through:
Securities Service Network, LLC, Member FINRA, SIPC
Brokerage accounts carried with:
National Financial Services LLC, Member NYSE, SIPC
A Fidelity Investments Company
MORTGAGE & LENDING SOLUTIONS:
We have relationships that provide access to over 500 different and extremely competitive mortgage and commercial lending programs, together with professional affiliations with numerous law firms that specialize in loan servicing and closings. This unique combination of relationships allows our clients to choose the best lending solution to meet their needs, while providing the simplicity
of dealing with one point of contact within our office.
RISK MANAGEMENT:
Insurance protection is essential to replace income that may be lost due to premature death or disability, and to pay the expenses associated with short or long-term disability and long-term care. We have multiple agency and brokerage relationships in the areas of term life insurance, permanent life insurance, disability income insurance, and long-term care insurance. With dozens of the highest-rated insurance carriers to choose from, our clients always get to select the most reliable and competitve solutions to meet their needs.
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ACERRA & ASSOCIATES
225 Franklin St., P.O. Box 51598
Boston, Massachusetts 02205-1598
Ph: 617-737-7300
Fax: 617-737-7330
webmaster@acerra-associates.com
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