CONNECT

Address:

100B Danbury Road, Suite 203B
Ridgefield, CT 06877

Phone:

(203) 403-3804

Fax/Other:

(203) 403-3839

Estate Planning

When people think “Estate Planning”, here’s what we’re thinking:

The continued confiscation of personal property via the estate tax laws of the U.S. is likely inscribed in the near future. Chances are increasing, that above a certain wealth threshold, the government will be your biggest beneficiary. Even at levels below the maximum estate tax rates, carefully selecting “who gets what and when” is critical to family planning. Arm yourself with concrete and clear tactics surrounding your unique wishes, making your work with an attorney less time-intensive and more understandable.
We’ll be your guide.

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Check the background of this financial professional on FINRA's BrokerCheck