Expert Estate Planning service

Protect Your Legacy with Smart Estate Planning

Estate planning is more than writing a will it’s about protecting your assets, minimizing taxes, and ensuring your loved ones are cared for. At Michael Verderosa CPA, P.C., we help families in Suffolk County, Patchogue, Mastic Beach, and Long Island create customized estate plans that reduce tax burdens, avoid probate complications, and provide peace of mind. Our experts guide you through every step, from wills and trusts to healthcare directives and charitable giving strategies.

01
01
Asset Protection & Tax Minimization

We structure your estate to minimize both federal and state taxes, ensuring your wealth is preserved for future generations. Our strategies focus on reducing tax burdens through careful planning, asset allocation, and compliance with current laws. By protecting what you’ve earned, we help your heirs keep more of your legacy while maintaining financial security and peace of mind.

02
02
Wills, Trusts & Legal Documentation

From drafting wills to establishing trusts and power of attorney, we ensure all essential legal documents are prepared accurately and remain fully compliant with current laws. Our team focuses on protecting your assets, reducing risks, and securing your family’s future. With a structured approach and attention to detail, we provide peace of mind knowing everything is legally sound and strategically planned.

03
03
Family & Heir Planning

We address complex family situations with care and precision, including multiple marriages, minor heirs, and creditor protection. Our strategies are designed to prevent disputes, safeguard inheritances, and ensure your wishes are carried out exactly as intended. By anticipating potential challenges and structuring your estate properly, we help protect your assets and provide peace of mind for you and your loved ones.

04
04
Charitable & Retirement Strategies

Plan for charitable giving and retirement with strategies that maximize benefits for you and your beneficiaries while minimizing tax liability. We help you structure donations and retirement contributions using tax-advantaged options, ensuring your generosity and future goals work hand in hand. Our approach protects your wealth, reduces taxes, and creates a lasting impact for both your loved ones and the causes you care about.

our services

Why Choose Michael Verderosa CPA
for Estate Planning ?

service1-home4
Reduced Estate Taxes

Our strategies are designed to minimize tax liability, ensuring your family retains more of the wealth you’ve worked hard to build. Through careful planning, smart allocation, and leveraging every available deduction and credit, we protect your assets while staying fully compliant with federal and state laws.

service2-home4
Smooth Asset Transfer

Avoid probate delays and legal complications with properly structured plans and documentation. We ensure your estate is organized with clear instructions, accurate legal documents, and compliance with state and federal laws.

service3-home4
Long-Term Financial Security

Protect your assets, plan for incapacity, and ensure your wishes are honored with a comprehensive strategy designed for long-term security. We help you create legally sound documents, establish trusts, and implement safeguards that provide stability for generations.

real testimonials

What They
Say About Our
Company?

Taylor Green
Onum has increased our traffic, keywords, and conversion. We’ve enjoyed working with them and consider them a strategic business partner.
Taylor Green
Client of Company
Emilia Clarke
I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.
Emilia Clarke
Designer
Maria Kloop
Onum has increased our traffic, keywords, and conversion. We’ve enjoyed working with them and consider them a strategic business partner.
Maria Kloop
Developer
contact details

Our Contacts

We’re here to help you simplify accounting and achieve financial success. Whether you need tax planning, bookkeeping, payroll, or business consulting, our team is ready to provide personalized solutions. Fill out the form below or reach us by phone or email—we’ll respond promptly and guide you every step of the way.

Our Address:

82-84 E Main St Unit 5, Patchogue, NY 11772, USA

Our mailbox:

Michael@verderosacpas.com

Our phones:

631-657-6957

GET IN TOUCH

Ready to Get Started?