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: |
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Please contact us via email or call us at (971) 204-0225 for a FREE review of your current/new estate plan. |