Estate Planning

Let us help you protect your legacy. 

You've worked hard your whole life. We'll ensure it carries on. 

Protecting what you’ve built requires asset protection, tax-efficient wealth transfer, and an advisor you, your business, and your heirs can trust. We begin the relationship by listening to you and understanding your goals and concerns. But we also probe deeper to uncover potential issues you may not have thought about.

What is your estate's tax exposure? What long-term medical costs should be anticipated? We consider it all – from life insurance to long-term care insurance.

We will help you identify common issues and avoid costly mistakes, working with your estate lawyer and tax-planning specialists to put a properly prepared plan in place.

Check the background of this investment professional on FINRA's BrokerCheck »

The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Middlesex Financial Group and Middlesex Savings Bank are not a registered broker-dealer or Registered Investment Adviser. Middlesex Savings Bank and Commonwealth are separate and unaffiliated entities.

Middlesex Savings Bank and Commonwealth are engaged in a referral arrangement where Middlesex Savings Bank refers potential clients to Commonwealth. Middlesex Savings Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Middlesex Savings Bank, Middlesex Savings Bank receives all such fees and commissions. These payments create a financial incentive for Middlesex Savings Bank to recommend Commonwealth over other firms where no compensation is received, resulting in a material conflict of interest. Middlesex Savings Bank is not a client of Commonwealth. Any testimonial made in connection with a referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit