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Defining Success Together

Estate Planning & Protection

While estate planning can be something many clients do not wish to face or think about, it is a crucial part of individual wealth management planning. One of the biggest issues we see with estate planning, is that some individuals simply did not plan. To avoid chaos and disarray, it is imperative to have a will, an assigned healthcare power of attorney and financial power of attorney, a testamentary trust and a living will.

 

At Upstate Wealth Consulting, our team of advisors will keep your plan updated as your life changes, your assets grow, your business develops and your family changes.

We can connect you with an attorney who can help with specific legal and trust services. Our team will explain the varying options available to fund trusts, such as life insurance or disability insurance, and finally transfer your wealth upon your passing to heirs or charitable organizations.

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice.  Consult them for specific advice on legal and tax matters.

We offer exceptional estate planning and protection services. We proudly offer our clients the following estate planning and trust services:

  • Bill paying

  • Automated deposits and disbursements

  • Investment management and diversification of account assets

  • Annual tax reporting and investment reporting

  • Periodic statements

 Planning for Tomorrow Begins Today

Our dedicated wealth management advisors are committed to help ensure you with the utmost confidence that your money, assets, and estates are appropriately invested to benefit you and your loved ones.