Robert Scotese, Esq. - Attorney & CPA
.........
Legal Care in Philadelphia, Bucks County, Delaware Valley
My practice as an attorney in Philadelphia, the Delaware Valley, and Northeast Philadelphia ranges from bankruptcy, estate planning, tax advice and representing, real estate and general practice.
I like to think of myself as a small town lawyer resolving all the issues that come up for my clients.
Although I do not practice criminal law, I do work closely with an associate who is a criminal attorney.
Small Business Attorney - Legal Care & Representation in Philadelphia, Bucks County, Delaware Valley
I represent a number of small businesses and feel honored to represent the businesses and their owners.
Personal Legal Care & Representation - Bucks County, Philadelphia, Delaware Valley
I have been practicing since 1996 and have had a board experience dealing with the issues that an individual confronts and for which it is possible to plan. My skills are in avoiding pitfalls and discovering sensible ways of moving forward.
Estate Planning throughout the 50 States of the US
With Robert Scotese's extensive knowledge in estate planning, it is possible to craft a plan -- a coherent set of goals for protecting, growing, conserving, and dispersing the assets both physical and emotional of a lifetime.
As a simple estate planning example: one of Mr. Scotese's personal and small business clients needed to organize a set of parents' futures. They had limited and modest resources and those cash resources were largely tied into a highly risky set of stock investments that would be unable to beat inflation because it was paying 2.1% in management fees. The second part of their retirement future was a 401K annuity with a well know life insurance company. Once again, the hidden fees were eating into the initial investment. Finally, there was a wholly owned property.
One parent's health prognosis was not good. There needed to be contingency plans for long term nursing home care.
With guidance from Mr. Scotese's legal and accounting knowledge, the stock and 401K investments were converted to cash and invested in a rental property that would yield better than a 6% annual return on investment and provide a reasonably secure cash stream as earning power diminished. Finally, the wholly owned house was given to their children and leased back to them for a token amount.
Now their stock investments and been given more security, their cash stream had multiplied, and their house was preserved as an asset within the family. The parents feel secure. Their investments have minimal risk. Their future is theirs.
The synergy of legal and accounting knowledge combined with practical, easily attained goals. Attorney and CPA skills were able to bring perspective to this small business client's concerns.