Estate Planning for your family and generations to come.

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Strazzeri Mancini was created with a base in estate planning “and estate planning, for us, is more about trying to find out the goals of the client.” These goals are always kept in mind when handling each case. Estate Planning is a large part of our firm and we’re committed to standing with our clients through their experiences and changes in Estate Law.

We understands that family is the most important aspect of every case by considering “the entire next generation, the surviving spouse, really taking care of the whole family and doing a holistic plan for everyone involved.”  

The laws are going to change, health will change, family situations, finances, etc. and all that cuts in favor of some kind of a review process, an ongoing maintenance process.  At Strazzeri Mancini, we pride ourselves in perfecting our process and inviting clients, etc to experience it and the peace of mind it presents.


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Are you considering Wealth Strategies Planning for your estate?

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Strazzeri Mancini’s Wealth Strategies department “takes care of business owners, real estate owners and families with taxable estates with their taxation, litigation and complex tax issues”

Our firm works with other advisors to better understand the client.  We ask for many of the necessary documents upfront, so that we are able to narrow down their goals after meeting with both the clients and their advisors.

“We spend  lot of time gathering information and working to really go through the information, evaluate it, and then sit down for a half day retreat with clients to be able to understand their goals and things like what keeps them up at night, what do they want to do and how do they want to help their children.”

This makes the process much more effective, thus giving the client peace of mind during the planning.


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