CONNECT

Address:

33 Wood Ave. South, Suite 600
Iselin, NJ 08830

Phone:

732-479-1730

Fax/Other:

732-479-1734

Estate Planning

An estate plan can help you take care of your family when you are no longer able to do so yourself. 

Each individual’s situation is unique, involving family, business and legacy. The Financial Life Planning process will help you arrive at specific goals to be achieved through the identification of proven estate planning strategies implemented with well-crafted documents. 

We will work with you and your legal counsel to develop a comprehensive estate plan that considers all aspects of your financial situation. 

  • Common goals when considering estate planning include:
  • Protecting assets against the high cost of long-term care
  • Managing financial and legal affairs if you become disabled
  • Providing for a family member with special needs
  • Minimizing delays and frustrations of estate settlement
  • Avoiding unnecessary estate liability
  • Charitable gifting and wealth replacement
  • Controlling the distribution of your assets

A well-crafted plan can help you pass on your assets in a way that reflects your values, dreams and the full life you’ve lived.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck