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Estate Planning

Planning for the transfer of assets is a critical element of any financial plan. At Halberstadt Financial Consultants, our advisers work closely with each client ensuring that the proper legal documentation has been obtained to dictate how that client's assets are to be handled in the event of death or disability 

We encourage each client to work with an estate planning attorney who will be focused on the client's personal values and desires. Working with an estate planning attorney will help to ensure that assets in the estate are distributed based on personal wishes and in a timely and cost effective manner.

Proper estate planning helps our clients plan and coordinate the accumulation, protection, and distribution of their assets. A proper estate planning team should consist of a tax professional, financial adviser and estate planning attorney.