Estate Planning

Securing your legacy starts with a strong partner.

Enjoy today and let your heirs benefit tomorrow.

Let us help you plan your estate through asset protection and tax-efficient wealth transfer. It all starts by listening to you and understanding your goals and concerns.

What is your estate's tax exposure? What long-term medical costs should be anticipated? We consider various approaches 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.

We will help you with your charitable planning wishes, including donor-advised funds and charitable remainder trusts.

We're here to execute the plan that protects your wishes.

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

Form CRS: Client Relationship Summary


This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

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

The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Middlesex Financial Group is not a registered broker-dealer or Registered Investment Adviser. Middlesex Financial Group and Commonwealth are separate and unaffiliated entities of one another. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth Financial Network.