Avoiding Probate in Estate Planning Matters
In basic terms, probate is the process of settling an estate and passing legal title of ownership of assets to heirs. The part most people dislike about the process is that it’s public.
Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
Niagara University, Bachelor of Business Administration, Accounting, Magna Cum Laude
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Secretary/Treasurer, former Program Coordinator (2020-2021)
Mount St. Mary's Hospital Foundation, Lewiston, NY, Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY, Treasurer, Past Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member