>> Steven Kolinsky, CLU, ChFC, Managing Member & Founder

Investment Advisory ServicesEstate Transfer PlanningRetirement Plan ConsultingComplete Financial PlanningInsurance Planning Strategies

Estate Transfer Planning

A well designed estate plan not only helps to accumulate and preserve assets that enhance your financial position during your lifetime, but it should also provide your loved ones the appropriate financial security after your death. It is essential to address, among other topics, estate taxes, estate liquidity, family income needs and asset distribution.

Working closely with your attorney and accountant, we help design a properly integrated estate plan that will allow you and your spouse to leave the assets you wish to your heirs while helping to  mimimize estate taxes.

Please note, estate taxes are subject to change through the legislative process.

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