Successful estate planning requires balance. While it may be tempting to indulge in the rewards your hard work has yielded, strategizing the transfer of your estate to your heirs in a tax-efficient manner is of equal importance.

At Kolinsky Wealth Management, we understand that important balance. We work diligently with your estate planning team, including your attorney and CPA, to make sure your estate plan suits both you and your loved ones.

When all involved parties work with efficient and effective communication, your estate planning strategy maximizes what it can do for you and your family. Our knowledge has been a vital component to helping guide the people of Bergen, Orange, Rockland and Westchester Counties through the complicated estate planning process for 30 years.

Why Estate Planning Matters

Preserving your assets for those you care about is an important part of your legacy. Our country’s complex tax codes make estate planning a complicated process. If there aren’t preemptive plans in place, you can end up owing the government an estate tax bill.

How Kolinsky Wealth Management Can Help

KWM works in conjunction with your estate planning team to design and implement a strategy that best serves you and your specific needs. Our knowledge in asset management is a crucial component in ensuring your invested assets are structured, titled and transferred properly according to the overall strategy.

Our Experience

For over three decades, Kolinsky Wealth Management has attained a high level of professionalism and knowledge. Along the way, we have formed strong, productive relationships with estate planning attorneys and CPAs throughout the tri-state area. By leveraging those relationships as well as our own knowledge, KWM is a valuable member of your estate planning team.

Our Commitment

Kolinsky Wealth Management prides itself in helping to provide effective estate planning strategies for our neighbors throughout Bergen, Orange, Rockland and Westchester Counties. Our combination of knowledge and skills plus our commitment to local communities gives KWM the perspective needed to provide effective, personalized estate planning.

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