Estate & Legacy Planning

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Not always the easiest conversation, but a necessary one. A well-executed estate or legacy plan can make sure that your family and loved ones are taken care if something were to happen. We will take the time to understand what is most important to you and put a plan in place that takes care of the people who matter most.

Questions We'll Answer

I have a will, do I really need anything else?
I don’t have a lot of money; do I really need an estate plan?
How do I make sure that my final wishes are executed the way I want?
How can I pass along my assets to loved ones without creating a tax burden?

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Schedule a Consultation

Whether you would like a quick review or a deep dive into your financial plan, let us know what you’re looking for, and we’ll be in touch to continue your financial journey with you.

Investment Advisory Services offered through Bright Futures Wealth Management, LLC and/or Cetera Advisors LLC – registered investment advisers. Securities offered through Cetera Advisors LLC. Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera Advisors LLC, Rochester Wealth Partners, and Bright Futures Wealth Management, LLC are separate companies.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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