Estate Planning

You may delay the estate planning process when focusing on your future financial goals – but preserving your assets and your legacy should be an integral part of your overall plan.

 

Our financial advisors help you and your family create an estate plan that will transfer generational wealth, preserve your assets, and honor your legacy in the manner you wish.

Together We Will Work On:

  • Estate preservation
  • Tax-reduction strategies
  • Charitable giving
  • Long-term care insurance

 

We are here to help you with products and services for all stages of life, and we are here to answer any questions you may have along the way.

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Advisory Services are offered through Adirondack Financial Services Corp, an SEC registered advisor. Broker-dealer services are offered through Hazard & Siegel Inc. AFS & Hazard & Siegel are separate and unaffiliated entities.  The opinions and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All content is developed from sources believed to be providing  accurate information. No information provided is intended to be considered legal or tax advice.  Please consult legal or tax professionals regarding your individual situation. This communication is intended for individuals residing in states that AFS is registered or licensed in or exempt from registration.  https://brokercheck.finra.org/ CRS & ADV Part 2