Broker Check

Estate Planning

Do you have peace of mind? Are you ensuring financial security for your loved ones?

Throughout our lives, we spend so much time worrying about making a decent living. Questions like, "Will I have enough for a new house? Can I afford that new car? Can I take that trip I’ve always wanted to take?"

But the years pass. You’ve built up an estate, and achieved success. Your focus starts shifting away from taking care of yourself, to ensuring your loved ones are cared for after you’re gone. That’s what estate planning is all about.

It’s not just for the elderly or the wealthy.

No matter what your goals are, planning accordingly can save time, money and grief for your loved ones.

For more information or to schedule a no-cost, no-obligation consultation, please contact the Kluge Financial Group at (914) 769-0044 or by clicking here.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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