LOCATIONS:
New York: Ithaca, NY
New Jersey: Flanders, NJ

Estate Planning

As our society and tax laws become more complex, careful planning is necessary to ensure that an individual's wishes for his or her estate are carried out as they had intended. Those ideas may change as one's life and financial situation change. A client's estate planning objectives typically relate to one or more of the following basis concerns:

  • Protecting loved ones
  • Minimizing estate taxes
  • Providing adequate estate liquidity
  • Ensuring competent management of assets
  • Directing the sharing of assets according to the individual's wishes.

Don't leave your estate to chance. Work with reputable advisors who have developed sound relationships with estate planning attorneys, and specialists. Don't take a chance with just anyone who closes real-estate deals and "dabbles" in estates. Contact us today for sound estate planning advice.

 

New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York 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 NHFS 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 NHFS, 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 plan or strategy will be successful.

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