Estate Planning

Perhaps no issue in financial planning is as emotional, or as complex, as estate planning. You want to know that your family and other beneficiaries will receive your hard-earned assets according to your wishes.

At Crossbridge Financial Group, our goal is to help you adequately fund your estate—and pass it on in the most effective and least tax-burdened way possible.

But we go beyond that. We consider charitable giving techniques and various types of charitable trusts, including those that can provide income during retirement years; we look at tax implications and how they might affect your plans; and we work closely with your estate attorney. We review tax laws and regulations frequently to help ensure your estate plan still is compliant and up-to-date. We also can refer you to independent trustees for your will to provide continuity for the estate process.

Because we understand how difficult this planning can be, we want to be the partner you trust to make these tasks easier and to put your mind at ease that you have protected your estate and provided for those you care about.