CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

Estate Planning Strategies

Planning an estate is about leaving a legacy, a lasting gift to loved ones, heirs and charitable interests. Good planning can help minimize taxes and coordinates the distribution of assets to family members, minors and charities. Creating a well-rounded plan for your estate requires trusted guidance and experience.

We Can Help Ensure All Of These Questions Are Addressed As We Work Together With You, And Are Able To Work With Your Legal And/Or Tax Advisors In This Complex Area:

assets icon

HOW CAN I ENSURE MY ASSETS GO TO THOSE PEOPLE I CHOOSE IN THE MANNER I CHOOSE?

beneficiaries icon

ARE MY PRIMARY AND CONTINGENT BENEFICIARIES UP TO DATE?

court icon

HOW CAN I MINIMIZE THE INVOLVEMENT OF THE COURTS AND THE STATE IN MY ESTATE?

will icon

DO I NEED A WILL OR A LIVING TRUST?

property icon

WHAT IS NON-PROBATE PROPERTY VERSUS PROBATE PROPERTY? WHY DO I NEED TO KNOW THE DIFFERENCE?

titling assets icon

ARE MY ASSETS TITLED PROPERLY?

minor icon

WHAT IS THE MOST APPROPRIATE WAY TO LEAVE PROPERTY TO A MINOR, AN ADULT WITH SPECIAL NEEDS OR ONE WHO HAS FINANCIAL ISSUES?

out of state property icon

HOW DO I ACCOUNT FOR PROPERTY I OWN OUT OF STATE?

business succession planning icon

WHO WILL MANAGE MY ASSETS IF I AM UNABLE TO?

long term health icon

HOW CAN I PREPARE FOR THE FINANCIAL RISKS OF LONG TERM HEALTH CARE? HOW CAN I LEAVE MY FAMILY IN THE BEST POSITION TO MANAGE MY CARE AND MINIMIZE THE RISK OF SIGNIFICANT DEPLETION OF MY ASSETS?

legislation icon

HOW CAN I STAY CURRENT WITH CHANGING LEGISLATION THAT CAN IMPACT MY ESTATE?

AXA Advisors, its affiliates and financial professionals do not provide tax or legal advice or services. Financial professionals of Sequoia Financial Group can work along with their clients other personal advisors regarding their specific situation.