(860) 264-1111 info@spurstone.com Client Portal Our Story Our Services Our 10Ex Audit Our Blogs/Videos Our Events Connect With Us Estate Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Name Email Message Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? 4 Steps to Protecting a Child with Disabilities Planning for a special-needs child can be complicated, confusing, and even overwhelming. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Articles Calculators Presentations Videos Contact Office: (860) 264-1111 12 Scovil Road Higganum, CT 06441 info@spurstone.com We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. *The 10Ex Executive Wealth Audit risk-free process does not guarantee performance of any investment or growth of any assets. The 10Ex guarantee seeks value creation through tax mitigation, creative financial planning strategies, savings in professional fees, insurance premiums, etc. that Spurstone reviews for the client as part of the 10Ex Executive Wealth Audit process. Spurstone Advisory Services, LLC, d/b/a Spurstone is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Spurstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Spurstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment/financial strategy or plan will produce the desired outcome. Copyright 2019 FMG Suite. Tools