Estate Planning

Magnifying lens on top of documents

Estate Planning Strategies

Estate Planning comes in many different forms:

  • Will, POA, Health Care Proxy
  • Minimizing Probate
  • Protecting Assets from a Nursing Home
  • Legacy / Trust Planning for Family
  • Transitioning Assets in a Tax Efficient Manner

At Harbortown Financial Group, we do not provide legal advice, but can work with your with Local Estate Attorneys and CPAs to help ensure we build the proper Estate Planning Strategy based on your current and future goals. By taking a team approach, we help ensure your goals align with the laws of your State of Residence. You have worked hard to build your wealth and it is our goal to help you protect and preserve it, from a life altering event.