Wealth Transfer

Wealth Transfer

You have worked your entire life to accumulate your wealth.  You are now at a point in your life that you want to make arrangements to transfer your wealth to your family, your college, or favorite charity.  

Our Wealth Transfer Process Includes:

  • Gathering your information. Here we discuss your goals and objectives and complete a fact finder.
  • Analyzing the data. With the information we have gathered, we analyze the data to design a plan that meets your objectives.
  • Recommendations. We present our recommendations to you and suggest that this plan be reviewed by your tax professional, trust officer (if you have one), and your attorney.
  • Implementation. Once the plan is approved, we will then implement the plan, working with you until it is completed.
  • Periodic Review. No plan is ever complete. We will meet with you on a periodic basis to ensure that your plan is still viable or make the appropriate changes that are needed.

Our Wealth Transfer Solutions Include:

  • Single Premium Life Insurance
  • Second-to-Die Life Insurance
  • Maximizing Required Minimum Distributions


Meet our Certified Estate Planner

Our Certified Estate Planner and Long-Term Care Specialist, Sheila Cervera, is available at no cost to assist you with your long-term care planning needs. As a specialist in asset protection and long-term care insurance, she can evaluate your unique situation and help you navigate through your planning process.

Click the link below to request an appointment or call  888-250-6689 x2026.
 

Request Appointment

 

For more information or to obtain a free, no-obligation quote please call our team at 518-786-9905 or 888-250-6689 (toll free).