Do you want to strategically control your money during and after your life?
Contact us today if you have questions about estate planning
Who should consider Estate Planning
If you want to make sure your house is in order, Estate Planning is for you.
How we can help
Estate Planning is about making sure your beneficiaries are up to date, RMD’s are stretched out, and having a game plan in place for a smooth transition of your assets. We can help make sure all this is in place while you still have the opportunity to do it your way.
Contact
Location
1110 South Avenue, Suite 85
Staten Island, NY 10314
Hours
Mon – Thurs 9:00am – 5:00pm
Fri 9:00am – 4:00pm