Russo FirmPractice Areas

OWNERSHIP · CONTINUITY · LEGACY

Estate Planning

Planning that connects personal intent with the realities of real estate and business ownership.

THE PRACTICE

Clear counsel.
Commercial context.

Estate planning is central to preserving assets, reducing avoidable expense, and transferring ownership across generations. Starting early allows clients to coordinate personal intent with their real estate, business interests, and long-term family objectives.

Russo Firm advises on wills and trusts, ownership and entity coordination, tax-sensitive planning with appropriate advisers, probate, and estate administration — building a practical framework for protecting and transferring ownership.

HOW WE CAN HELP

Focused on the
work that matters.

01

Wills and trust planning

02

Entity and asset coordination

03

Tax-sensitive planning coordination

04

Probate and estate administration

OUR APPROACH

01

Understand the assets, relationships, and long-term objectives.

02

Design a practical planning structure around those priorities.

03

Document the plan and revisit it as ownership or circumstances change.

START A CONVERSATION

Bring us the facts.
We’ll find the path.

Speak directly with Bryan Russo about your matter and the next appropriate step.