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Estate Planning*
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Ivy M. Davis, CPA, PFS, CFP® located in Melville, Long Island, New
York.
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Effective estate planning facilitates the orderly transfer of assets
to your beneficiaries, provides security for your surviving spouse,
and can reduce or eliminate the tax due on the transfer of your
business and other assets. For business owners, providing for
business continuity and succession of ownership is vital. We can
guide you through the complex process of getting your financial
affairs in order.
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*Member of National Institute for Excellence In Professional
Education- Certified Specialist in Estate Planning.
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