Estate Strategies

The goal of estate planning is to make sure your assets are distributed to your loved ones the way you intend. We want to help eliminate the hardship of guessing what to do with a loved one’s estate once they are gone.

You need a team who can execute estate planning strategies that take advantage of tax-saving opportunities, avoid probate and aim for a seamless transition.

Phocus Financial can help with preparing for an illness or death as well as help you decide what to do with your assets in terms of distributing to beneficiaries, charities, etc.

We want to help you preserve your legacy.

Equitable Advisors, its affiliates and financial professionals do not provide legal advice.