Legacy Planning

Design an Inter-Generational Wealth Transfer Plan that Enhances Your Legacy.

You’ve enjoyed a long, prosperous, and happy life, but as you grow older, it may be time to start planning for when you will be gone. Estate planning is the process of making the decisions you don’t want your family to have to make when you are no longer here. Doing so eliminates the burden and tough choices your heirs, family, and friends would have to make if you didn’t already plan ahead. We can help you establish an estate plan that fulfills your goals and objectives through various legal vehicles:

  • Wills
  • Trusts
  • Durable Power of Attorney for Healthcare Decisions
  • Durable Power of Attorney for Financial Decisions
  • Conservatorships
  • Guardianships

*Guarantees based solely on the claims paying ability of the insurance companies selected and compliance with product terms.

Strategies For Retirement Planning

To schedule a time to discuss your financial future, contact us today at (973) 831-4424.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products and securities to custom suit their needs and objectives. 

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