Welcome to Frank Legan's site

Estate Planning

Everyone wants to ensure the financial security of their family after they are gone. No matter how large or small your assets are, deciding when and how distribution should occur, and to whom, can be a complex process. At Cedar Brook, we are here to guide you through your options and give you the confidence and peace of mind that everything will be handled according to your wishes.

 

We will help you…

  • Decide on charitable contributions
  • Create a plan for family gifting
  • Set up trusts
  • Devise a transfer strategy
  • Create and revise estate documents
  • Advise on tax benefits, and much more

We have readily available attorneys at your disposal to facilitate this process. If you prefer, we can work with your existing estate attorney. As life progresses and your financial plan changes, we will review your estate plan to make certain that it is up to date and reflects your current goals.

We are here to guide you through your options and give you the confidence and peace of mind that everything will be handled according to your wishes.

Contact us to get started today

We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.