Gersten Financial and Insurance, Inc.
189 Reservoir Street Needham, MA 02494 800-925-7991
Estate Planning
What is Estate Planning?
Organizing financial records.
Ensuring adequate resources are available in the event of disability or death.
Deciding who takes what, when, and how much.
Minimizing exposure to transfer costs (taxes, court fees, advisor fees, etc.)
Minimizing exposure to liability
Why do you need it?
It's important to recognize that there are a variety of taxes and expenses that need to be paid at the time of death. What Gersten Financial offers is an estate planning process that acknowledges your financial success and can help ensure that you maximize your family's inheritance.
Below are list of topics in estate planning that you will need to consider
(just click on the topic that you want to know more about).
Please contact us with any of your estate planning question.
