Estate Planning

We will use our experienced team to preserve your wealth. You have worked hard over the years to build up your assets. We will work even harder to help you retain them and create a legacy you’ve earned.

Estate planning is often the least understood part of the Financial Planning process by most advisors. Wouldn’t you want to work with both a CPA and PFS who has been trained in this area? You deserve more. The purpose of Estate planning is to anticipate and arrange for the disposal of an estate. Typically, Estate planning will include provisions to eliminate uncertainties over the administration of a probate and maximize the value of the your estate by reducing taxes and other fees and expenses.

The process begins with obtaining a clear understanding of how you want your assets to pass onto family and friends. We will then review any wills and trusts you already have in place. Then we will develop an individualized Estate plan and help you implement it.

We will work with your attorney to accomplish your goals. If you do not have an attorney, we can recommend one.

Call 508-388-7175 so we can help you design a low risk, low volatility, successful investment portfolio for your peace of mind or click here to schedule a no obligation initial consultation with Jeffrey Cutter, CPA/PFS.


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