Agile Wealth Management


Office (732)798-0062, Fax (732) 821-9202
1555 Ruth Rd Suite 6, North Brunswick, NJ - 08824



Estate Planning
Proper estate planning allows for continuity of one's income and lifestyle while transferring wealth from one generation to another or to a charity should that be a client's inclination. With the assistance of an attorney and a CPA, careful planning can reduce the overall taxation to a client's estate. Our asset management team helps maintain sufficient income and desired safety throughout the transfer process.

A comprehensive estate plan covers a plethora of financial segments that helps transfer of property at death, personal matters, and tax consequences.

Of course, every individual has a different view of how they would like to handle their estate. Some estate planning tools that we utilize include:
 
  • Charitable Trust
  • Revocable Living Trust
  • Irrevocable Living Trust
  • Wills
Please contact us via email or call us at (971) 204-0225 for a FREE review of your current/new estate plan.