Estate Planning

Insurance and Estate Planning |Schenectady, NY|

Del-Sette Capital Management


Nobody knows what the future holds, and the importance of having a plan in place for the distribution of your assets in the event of death or incapacity cannot be overstated. In concert with your estate planning attorney, Del-Sette Capital Management will guide you and help you establish the most appropriate asset protection and transference vehicles. Typical estate planning goals we can help you with include:  wealth preservation, tax efficiency, risk management, liquidity, or maximizing the wealth you leave to future generations.

We will help make sure your milestones are reached so you can enjoy a sense of security.

 

Scheduele a Free Consultation With Bill Del-Sette CFP®