Broker Check

Estate Planning

No matter what your level of wealth, Estate Planning is an important part of your overall financial plan.

As a credentialed Accredited Estate Planner (AEP®), Ed can:

Recommend and help prepare a plan to accumulate, preserve and pass on your wealth to your heirs.
Advise you on all aspects of the complex estate, tax and personal planning issues regarding your personal, retirement and business assets.
Provide personal, customized advice with respect to all your estate and tax planning needs.
Address estate preservation issues such as Tax Reduction Strategies, Charitable Giving, and Trust Funding.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.