Estate planning is a vital process with the goal of ensuring that you will leave behind a legacy that cultivates future prosperity for generations to come. It’s essential to examine your options and take the necessary steps to make certain that your assets will be distributed in adherence to your specifications. These steps include a series of decisions related to deciding how you will pass on your assets.
We hold strongly to the principle of making these decisions for yourself with the guidance of your trusted network. At New England Investment and Retirement Group, our team is experienced in working with individuals and their accompanying advisors to accomplish a great number of estate planning goals.
We also offer guidance in establishing charitable giving, private foundations, donor advised funds and business succession planning. Based on your goals and needs, we will help make sure that your plan best serves you and your family and provides the best possible tax efficiency.
Take a look at how we implement our process of Disbursing Wealth by visiting here.