Estate Planning

Planning beyond your own life for those you leave behind and future generations requires a comprehensive understanding of asset management, taxes – and, of course, your hopes and dreams.

Estate planning is more than having the proper estate planning documents. The process begins with taking an inventory of your assets, titling, beneficiary designations and lifetime needs. Having a plan in place for the eventual transfer of your assets after your death protects your investments and savings.

If engaged to do so, Valley National Financial Advisors can work with trusted legal professionals to ensure that your assets and your personal interests are protected.

Estate planning is an essential part of your financial legacy. As you go through life your plans should be revisited and maintained, taking into account changes in your circumstances and priorities. We ask the questions – who, what, where, why, when and how? Knowing these helps us to help you in giving you the most options in your estate planning for you and your heirs.

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