Estate Planning with Sheri Montecalvo

Estate Planning with Sheri Montecalvo has expanded beyond traditional estate services to include comprehensive property tax consulting for Rhode Island property owners. Montecalvo's background in estate planning and elder law provides valuable perspective on how property taxes impact long-term wealth preservation and family financial planning. This unique combination helps clients understand the broader implications of property tax decisions. The practice serves both individual homeowners and families with multiple properties, offering strategic guidance that considers current tax burdens alongside future estate planning needs. Montecalvo's experience with elder law adds particular value for seniors facing fixed incomes who need aggressive property tax reduction strategies to maintain their homes and financial security.

Our property tax services integrate seamlessly with comprehensive estate and financial planning strategies. We handle residential property tax appeals for primary homes, vacation properties, and inherited real estate, with special attention to how tax reductions impact overall family wealth preservation. Commercial property tax consulting focuses on small to medium-sized business properties, including professional offices and retail spaces. Estate-related property tax services represent a unique specialty, addressing properties involved in probate, trust administration, or intergenerational transfers. We help families navigate assessment challenges during estate transitions and ensure inherited properties aren't overvalued. Property tax planning services help clients understand long-term implications of assessment decisions on retirement and estate planning goals. Additionally, we provide annual assessment reviews to identify tax reduction opportunities that support broader financial objectives.

We begin with a comprehensive consultation that examines your property tax situation within the context of your broader financial and estate planning goals. This holistic approach often reveals tax reduction strategies that other consultants miss. We'll review your current assessments, discuss your long-term property ownership plans, and identify immediate appeal opportunities. Our appeal process includes thorough documentation gathering, with special attention to factors that might not be apparent to traditional assessors. We prepare detailed presentations for local boards that emphasize property-specific circumstances affecting value. Throughout the process, we coordinate with your other professional advisors, including accountants and financial planners, to ensure your property tax strategy aligns with overall financial objectives.

We primarily serve Providence and surrounding communities throughout Providence County, including East Providence, North Providence, and Cranston. Our practice extends to select properties in Kent County and Washington County, particularly for clients with existing estate planning relationships. We're familiar with assessment practices across multiple municipalities and maintain relationships with local boards throughout our service area.