Estate Planning

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. For most people, estate planning will:


  • Give you more control over your assets during your life

  • Provide care when you are disabled

  • Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost

Complex and sensitive issues may come up, such as providing for children of a previous marriage, equalizing inheritances fairly, protecting yourself from creditors, and retiring from your business. A major goal of estate planning is to minimize potential taxes. Those who are charitably inclined may seek guidance regarding selection of property for gifting, and choosing a charitable structure that will target your needs.

We assist you in working with your legal and tax advisers to coordinate all aspects of your estate plan.



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​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.


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