Estate Planning Strategies

This is the highest wisdom that I own: freedom and life are earned by those alone who conquer them each day anew.

Johann Wolfgang von Goethe

Preparing for the transfer of wealth and assets after death or disability is often fraught with deep emotion and difficult decisions. You are the steward of the life you’ve built and the assets you’ve accrued. How do you want to take care of your family? What legacy do you want to leave for the future? Our professionals can work with your personal accountants and legal advisors to help you with your estate planning and trust needs. We can help you sort out the details, including distribution and developing a strategy so you can pass on your assets in a way that reflects your wishes and desires. Our coordinated efforts are designed to include preserving inheritance to heirs, designating beneficiaries, managing estate taxes and probate costs, resulting in a plan that meets your personal objectives.

1433 Hooper Ave., Toms River, NJ 08753

732-606-8400

Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)