Estate Planning

Danter Financial Consulting provides our clients with complimentary access to tax and estate lawyer

Creating an Estate- to provide immediate tax-free dollars to allow your family to pay off all debts and maintain their lifestyle if you die too soon.

Estate Conservation- to provide liquid tax-free dollars to meet capital gains tax, other taxes, outstanding debts and administration costs arising on death.

Estate Preservation- to provide maximum after tax income to maintain your present and future lifestyle without burdening the business.

Our services include:

  • Needs analysis
  • Plan Design
  • Plan Implementation
  • On-going management

 
 
 
 

Dan Bonanni, and his team at Danter Financial Consulting Inc., has provided us with a more comprehensive review of our corporate employee benefit plan. Their attention to detail has helped identify creative ways to reduce costs for the company, while at the same time allowing us to maintain excellent coverages and customer service levels for our employees, across all levels of the organization. Danter Financial has also implemented financial programs to reduce risk for the key people of the company. Dan has been a valued resource to AP Plasman, and I would recommend his services to other businesses looking for similar results.

Mila Lucio, SHRP, CHRP
Vice President, Human Resources
A.P. Plasman Corporation