Estate Planning

Everyone needs to have an estate plan, and everyone’s estate plan will change.

An effective estate plan ensures that your wishes for where your money will go remain fixed in place, but it is far more of an ongoing project than simply creating a will. In fact, it is a side of the greater wealth management puzzle whose pieces are moved around the most.

As family situations, financial holdings and tax laws – including capital gains tax laws – change, we will work with your legal counsel to help you plan through powers of attorney, wills, trusts and more. We also guide you through designating who gets what and how and when your assets will be allocated or donated so that your legacy is not unduly impacted by changing tax laws or family situations.

Securities offered through Purshe Kaplan Sterling Investments,, member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Bellwether Advisors, LLC are not affiliated companies. Investments through PKS or RIA are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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