[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.7.7″ _module_preset=”default” background_enable_image=”off” background_enable_video_mp4=”off” background_enable_video_webm=”off” global_colors_info=”{}”][et_pb_fullwidth_slider _builder_version=”4.11.4″ _module_preset=”default” custom_padding=”100px||100px||true|false” custom_padding_last_edited=”off|desktop” hover_enabled=”0″ header_font_size_tablet=”40px” header_font_size_phone=”” header_font_size_last_edited=”on|tablet” body_font_size_tablet=”” body_font_size_phone=”18px” body_font_size_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″][et_pb_slide heading=”Securing Your Future” button_text=”Contact Us” button_link=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjMxNCJ9fQ==@” content_tablet=”” content_phone=”Have you ever found yourself wondering if you need an accountant?” content_last_edited=”on|desktop” _builder_version=”4.11.4″ _dynamic_attributes=”button_link” _module_preset=”default” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_start=”rgba(0,0,0,0.6)” background_color_gradient_end=”rgba(0,0,0,0.6)” background_color_gradient_overlays_image=”on” background_image=”http:\/\/fxvdd.com\/dm\/wp-content\/uploads\/2020\/12\/estate-planning-long-island-01.jpg” background_enable_image=”on” background_enable_video_mp4=”off” background_enable_video_webm=”off” hover_enabled=”0″ global_colors_info=”{}” sticky_transition=”on” sticky_enabled=”0″ alt=”Estate Planning Long Island” title_text=”Estate Planning Long Island”]<\/p>\n
No one likes to think about the inevitable, but it\u2019s important to plan for the future of your estate after you\u2019re no longer around. Estate planning is an important process of creating a plan for how a person\u2019s assets will be distributed at the end of his or her life. Although estate planning is largely focused on financial elements, these plans affect every aspect of a person\u2019s life, and, as such, should be meticulously considered to ensure the best decisions are made.<\/p>\n
[\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.7.7″ background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#eee” background_enable_image=”off” parallax=”on” custom_padding_tablet=”0px||0px||true|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.11.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
A trust, which is ordinarily used to transfer wealth to heirs or charitable organizations, is a fiduciary arrangement in which a trustee manages assets for the benefit of third parties.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.11.4″ _module_preset=”default” global_colors_info=”{}”]Our Trust Services Include:<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.11.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n There\u2019s a lot that goes into estate planning. From wills and trusts to various powers of attorney, every step of the estate planning process is intricately detailed. To learn about everything that\u2019s involved in estate planning, your best decision would be to sit down with a seasoned tax professional\u2014such as a CPA from DeFreitas and Minsky, LLP\u2014who can explain everything you need to know about the decisions you need to make.[\/et_pb_text][et_pb_text _builder_version=”4.11.4″ _module_preset=”default” global_colors_info=”{}”]Estate Planning Services:<\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.7.7″ background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#eee” background_enable_image=”off” parallax=”on” custom_padding_tablet=”0px||0px||true|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_row _builder_version=”4.9.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]<\/p>\n What does financial peace of mind look like for you? How good would it feel to know that all of your financial goals are on track?[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n At DeFreitas & Minsky, LLP, your personal Certified Financial Planner is the partner you need to make every aspect of your financial life work for you. You’ll have someone keeping you on track to reach your goals, supporting you in your financial decisions, and giving you the insights you need to make the money moves that are best for you.\n<\/p>\n The time at which you enlist the services of a CPA for tax preparation assistance is a solid starting point for establishing a financial plan because your tax return serves as a snapshot of your current income flow, which is where your advisor will begin when devising your plan.<\/p>\n Based on your current financial state and your future life goals, our experienced financial planner is able to predict your future cash flows and asset values, enabling us to create the perfect financial plan to keep your finances on track.<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”http:\/\/fxvdd.com\/dm\/wp-content\/uploads\/2020\/11\/accountant-long-island-11.jpg” alt=”Accountant Long Island NY” title_text=”Accountant Long Island NY” _builder_version=”4.7.7″ _module_preset=”default” animation_style=”slide” animation_direction=”right” animation_intensity_slide=”10%” border_width_all=”4px” border_color_all=”#ffffff” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.7.7″ background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_start=”#ffffff” background_color_gradient_end=”#eee” background_enable_image=”off” parallax=”on” custom_padding_tablet=”0px||0px||true|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_row _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]<\/p>\n We take our clients\u2019 needs and assets, as well as their families\u2019 security, into account. A financial planner manages wealth for both short and long-term financial goals. Each plan is tailored to a specific set of goals:<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” global_colors_info=”{}”]Investment Planning<\/strong> Retirement Planning<\/strong> Estate Planning<\/strong> Liability Management<\/strong> Tax Planning<\/strong> Proper personal financial planning takes a number of steps both taken by our certified financial planners and our clients so we remain on the same page. Our concerns are our clients\u2019 financial stabilities. To build a customized and efficient financial plan for our customers, we embark on a six-step process:<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.2″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n DeFreitas and Minsky, LLP is your premier personal financial planning services provider because our team is not only composed of certified public accountants but certified financial planners, too, ensuring that your accountants and advisors have top-notch qualifications and expansive knowledge of the services that we provide.<\/p>\n For more information regarding our Long Island personal financial planning services, please call our office at\u00a0<\/span>(516) 746-6322<\/a>\u201d <\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”http:\/\/fxvdd.com\/dm\/wp-content\/uploads\/2021\/08\/business-tax-planning-long-island-07.jpg” alt=”Business Tax Planning Long Island” title_text=”business-tax-planning-long-island-07″ _builder_version=”4.10.4″ _module_preset=”default” animation_style=”slide” animation_direction=”right” animation_intensity_slide=”10%” border_width_all=”4px” border_color_all=”#ffffff” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.10.4″ background_enable_color=”off” background_image=”http:\/\/fxvdd.com\/dm\/wp-content\/uploads\/2021\/08\/bg-footer-contact-01.jpg” parallax=”on” custom_padding_tablet=”0px||0px||true|false” custom_padding_phone=”||20px||false|false” global_module=”347″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|phone” _builder_version=”4.6.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” custom_padding_tablet=”” custom_padding_phone=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blog fullwidth=”off” posts_number=”1″ include_categories=”all” show_more=”on” show_author=”off” show_date=”off” show_comments=”on” show_pagination=”off” disabled_on=”off|on|off” _builder_version=”4.7.7″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_blog][et_pb_blog fullwidth=”off” posts_number=”2″ include_categories=”all” show_more=”on” show_author=”off” show_date=”off” show_comments=”on” show_pagination=”off” disabled_on=”on|off|on” _builder_version=”4.7.7″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_blog][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.6.6″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]<\/p>\n Have a question? We have the answer. Feel free to contact us using our info below. We’ll be in touch as soon as possible.<\/p>\n [\/et_pb_text][et_pb_blurb title=”Office” use_icon=”on” font_icon=”%%270%%” icon_color=”#ffffff” icon_placement=”left” _builder_version=”4.6.6″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]30 Jericho Executive Plaza No one likes to think about the inevitable, but it\u2019s important to plan for the future of your estate after you\u2019re no longer around. Estate planning is an important process of creating a plan for how a person\u2019s assets will be distributed at the end of his or her life. Although estate planning is largely […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"\r\n This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>\r\n\r\n Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p>\r\n<\/blockquote>\r\n\r\n ...or something like this:<\/p>\r\n\r\n The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p>\r\n<\/blockquote>\r\n\r\n\n
Estate Planning Basics<\/h3>\n
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Focus on what’s important. We’ll help with the rest.<\/h3>\n
What Our Personal Financial Planning Services Entail<\/h3>\n
\nA financial planner sets goals on what potential and future investments are realistic without causing high risk.<\/p>\n
\nOur personal financial planning services will ensure independence at retirement by setting strategies for 401Ks, IRAs, and more.<\/p>\n
\nOur financial planners can manage and maintain the wealth of all your assets for the future.[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” global_colors_info=”{}”]Risk Management<\/strong>
\nOur financial planners can manage cash flows through well-thought-out and executed insurance practices.<\/p>\n
\nOur financial planners can observe and enhance cash flows to fit with your lifestyle.<\/p>\n
\nEach tax year you will be ensured with the proper effort to reduce tax liabilities and ease cash flows.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]When it comes to Personal Financial Planning,\u00a0Tax Services<\/a>\u00a0is an important aspect to consider. Our trusted consultants strive to give our clients the comfort of knowing their tax returns are taken care of. Our organizational skills allow us to have any documents on hand regarding tax returns. We keep up-to-date with any and all tax laws and get you optimal tax return gains.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” _builder_version=”4.7.0″ background_enable_color=”off” background_enable_image=”off” parallax=”on” custom_padding_tablet=”0px||0px||true|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_row _builder_version=”4.7.7″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.9.1″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]<\/p>\nThe process of Personal Finance Planning<\/h3>\n
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Get In Touch<\/h2>\n
\nSuite 500W
\nJericho, NY 11753[\/et_pb_blurb][et_pb_blurb title=”Call Us” use_icon=”on” font_icon=”%%264%%” icon_color=”#ffffff” icon_placement=”left” _builder_version=”4.9.1″ _module_preset=”default” body_link_font=”||||on||||” body_link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”](516) 746-6322<\/a>[\/et_pb_blurb][et_pb_blurb title=”Email Us” use_icon=”on” font_icon=”%%238%%” icon_color=”#ffffff” icon_placement=”left” _builder_version=”4.9.1″ _module_preset=”default” body_link_font=”||||on||||” body_link_text_color=”#FFFFFF” background_layout=”dark” global_colors_info=”{}”]info@dmcpallp.com<\/a>[\/et_pb_blurb][et_pb_blurb title=”Fax” use_icon=”on” font_icon=”%%268%%” icon_color=”#ffffff” icon_placement=”left” _builder_version=”4.8.0″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”](516) 746-8679[\/et_pb_blurb][et_pb_blurb title=”Hours” use_icon=”on” font_icon=”%%227%%” icon_color=”#ffffff” icon_placement=”left” _builder_version=”4.7.0″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]Mon thru Fri | 9am – 5pm
\nSat & Sun | Closed[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"\r\n
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