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CWP
  • Home
  • Our Team
    • Partners
    • Leadership Team
    • Service Ambassador
    • Financial Service Reps
    • Financial Advisors
    • Agent Emeritus
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
  • Culture & Events
    • Agency Videos
    • Events
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Chris Vargas
    • Peggy Ehrhart
    • Riechert Financial Group
    • The Legacy Group
    • Sal Dileo
  • Contact Us

Estate Planning

Estate planning is often more than just tax planning. It is about understanding the family’s relationship with both wealth and one another. 

Are you aware of what would happen to your assets if you prematurely passed away today?

Our estate planning process is first and foremost about education. The first step is helping a family understand their current estate plan, or the ramifications of having no estate plan. If the current plan matches the family’s needs then it is simply a review that can occur during the course of the relationship.  

Estate Planning Considerations

Next, there is active involvement with the client, his or her immediate family, and in some cases multiple generations, to understand their testamentary intent. Once a client’s intent is fully understood we work with Counsel to implement the plan. 

Featured Services

Education Planning

Special Needs Planning

Education Planning

Business Solutions

Special Needs Planning

Education Planning

Retirement Planning

Special Needs Planning

Special Needs Planning

Special Needs Planning

Special Needs Planning

Special Needs Planning

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Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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