Joe Dallo

Before you can plan for the future, the first step is figuring out where you want to be and how an estate plan can help you get there. We help you figure out your financial goals and what you’d like your legacy to be. Whether your biggest concern is ensuring that your heirs inherit as much as possible, setting up a guardianship for a special needs beneficiary, or planning for your end of life care, we can help. Once we know and understand the goals you have for your lifetime, any possible incapacity, and upon your death, we work to create a plan that implements your goals. Through wills, trusts, living wills, powers of attorney, directed beneficiary accounts, and naming guardians and trustees, we put together a plan that meets your needs and protects your family. Joe Dallo enjoys serving his clients and helping them plan for the future. With a background in financial planning and his legal training, Joe brings a sharp, analytical thought process to estate planning and solving client problems. Dallo Estate Planning tailors creative solutions to meet each client’s needs, working to protect their assets, families, and hopes for the future Estate planning isn’t just planning for your death; it’s also about planning for your life and the lives of the people you love. While death is uncomfortable to think about, if you fail to plan, the future of your estate can be uncertain. Probate is a court-directed process that distributes the assets of your estate upon your death. While we often help clients avoid probate, we can also assist heirs with managing the probate legal process and settlement of an estate.