(609) 921-0180 Home Our Services About Contact Us Clients Market Commentary Blog 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. Contact Halberstadt Financial Consultants, Inc. Office: (609) 921-0180 Fax: (609) 921-8301 50 North Tulane Street Princeton, NJ 08542 cavagnaro@halbfin.com Quick Links All Articles All Videos All Calculators All Presentations The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 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. Copyright 2021 FMG Suite. Disclaimer | Privacy Policy