Personal, conscientious attention and service are the foundation of Thomas DelPup’s boutique financial and estate planning practice. Using a cross-discipline approach in the fields of law and financial planning, Thomas offers clients a true holistic financial and estate planning environment that improves efficiency and convenience in the planning, implementation, and maintenance of financial and estate plans. Thomas assists clients in a truly comprehensive manner to achieve their goals and peace of mind.
The services Thomas provides to clients include:
- Comprehensive financial and estate planning
- Will and trust preparation
- Special needs trusts and planning
- Estate and trust administration and settlement
- Asset protection planning
- Formation and administration of charitable foundations and trusts
- Social Security Optimization Strategies
- Retirement income planning
- Retirement plan rollover and distribution planning
- Retirement plans for closely-held businesses
- Investment portfolio auditing
- Life insurance needs analysis and policy status/suitability review
- Real estate transactions (residential and commercial)
- Business startup and formation
- Business continuation/succession planning