Helping Our Clients Build & Preserve Wealth Across Generations

Integrated Financial Solutions, Tailored for you.

Special Needs Planning

 When caring for a person with disabilities, health issues are only the beginning of the concerns that must be acknowledged, understood and addressed. Special Needs Planning encompasses financial matters, legal issues and the future care of your loved one. Learn More about Special Need Planning!

Estate Planning

Many people share the common misconception that estate planning is something only done for death and for very affluent individuals. However, estate planning is an important part of life, and for those individuals of even modest means.

Are you aware what would happen to your assets if you prematurely passed away today?
The greatest benefit may lie in knowing that your wishes will be respected. Naming your heirs-and relieving them of unnecessary costs and stress by carefully designating which assets they will receive-is preferable to having a court make such decisions for you.

Estate Planning Considerations
Center for Wealth Preservations’ process discovers your objectives and determines the best way to plan for life and death as it relates to the passing of your assets. Have you considered:

  • What currently happens to your assets if you were to pass away?
  • Are the assets you leave to children protected from reckless spending, creditors, lawsuits and/or divorce?
  • Are there any future heirs with special needs which need to be planned for? Not planning for heirs on government benefits may cause them to lose those benefits.
  • Whether there is a plan to pay estate taxes which can be as high as 50% when considering Federal and State Estate Taxes? Is there enough liquidity to pay those taxes?

“An ounce of prevention is worth a pound of cure.” Our objective is to help families protect their assets and independence during their lifetime and to ensure that the distribution of their life’s work is protected so that it passes intact to their family, friends and/or charitable beneficiaries.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.

The information provided herein is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek specific advice from their personal tax or legal counsel.