Detailed Estate Planning from Experienced Professionals
A well-designed estate plan should stand the test of time. At Bleakley Financial Group, our estate planning philosophy centers on the idea that what we build together should stay together. Proper estate planning begins with clearly defined objectives that help protect the assets you’ve worked so hard to acquire.
We focus on both the financial and non-financial aspects of estate planning. Not only do we encourage you to keep wills and other estate documents up-to-date, we also pay careful attention to issues of ownership and beneficiary designation of insurance and non-insurance assets.
Our experienced estate planning professionals help you minimize the burden of estate taxes and understand the ambiguities of asset transfer. We work closely with many of the leading estate and trust attorneys locally to ensure continuity of planning and to communicate important changes in the estate planning arena.