Our Approach
We begin with taxes and go from there. Minimizing the tax impact is key. From there, we help you maximize the sale and distribution of the estate assets.ess. We are the leaders in Probate assistance, as while we work closely with your legal team (or our team if appropriate), we don’t give legal advice. All content on this site is for educational purposes only. We hope you find it helpful and appropriate for your situation.
Our Story
Dealing with the situations involving Probate has always been an issue with my clients and this is where we come in. We do what is necessary to help prevent Probate or at least minimize the impact of dealing with legal and government bureaucracy is the goal. Let us help you with the knowledge we have gained over the years to deal with Probate in the easiest way possible.
Meet the Team
Anthony DeBellis
Founder & CEO
I have been serving my client for almost 25 years. I learn from my each and everyone of my clients, young, old, rich and not so rich. It is from these relationships and my vast background in Taxes, Real Estate, Insurance, Investments, Business start up and maintenance, Accounting, Legacy Planning and Estate Planning where I customize a plan for each of my client. I try to pass on that knowledge through education and tried and true principals. I look forward to working with you and your family in the future.
Anthony M. DeBellis is a Certified Financial Planner, Enrolled Agent, Licensed Real Estate Broker in CA and NV, Licensed Insurance Agent, Registered Investment Advisor, and NMLS licensed Loan agent.
Next Steps…
We are only a call away. Please download our Probate Duties of Executor and Estate Settlement Checklist.
WE LOOK FORWARD TO HELPING YOU TODAY!