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Estate Settlement

Have You Considered Your Legacy?

Have You Considered Your Legacy?

Estate planning is the process of organizing and legally documenting how your assets will be managed and distributed upon your death or incapacity, ensuring your wishes are followed and your loved ones are provided for.

Estate planning is a crucial discussion that many avoid. However, delaying it can cause problems for your loved ones after your passing. By taking the time to settle your estate now, you can spare your family from confusion and the need to guess your wishes later on.

We're here to help address these tough questions together, ensuring you and your family are prepared for any unexpected events in life.

Handling your Affairs

Handling your Affairs

Estate settlement can be a difficult and emotional process, but planning ahead is important.

A financial advisor can help ensure your wishes are followed by reviewing your documents, guiding asset distribution, and assisting with necessary changes.

Should you need legal assistance, we can refer you to professionals in your area to help.

With our guidance, you can simplify the process and have confidence in your financial journey.

Stan J. Malecki, AIF®, CEPA®

President / Regional Director

732-248-9400 x1104

Stan J. Malecki, AIF®, CEPA® is a seasoned financial professional with nearly 30 years of experience, specializing in strategic exit planning for business owners, investment and wealth management, retirement planning, 401(k) rollovers...

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Want to Learn More?

If you'd like to come discuss handling the specific of your estate, please give our office a call.

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