Estate Planning

Why Estate Planning is Important

Estate planning is the process of legally defining the distribution of your finances and assets upon your passing and preparing for the transfer of those assets. While you may feel it is too early to consider estate planning, or that the concept is uncomfortable, we encourage you to utilize our Mahopac estate planning services our firm provides earlier rather than later. Our professionals at Schneider Financial Group help you to plan for eventualities, including:

  • An heir that is too young to inherit your estate
  • Your beneficiary becomes involved in divorce proceedings
  • Considerations for beneficiaries from previous marriages
  • Your heir’s potential creditors
  • Avoidable taxation on your estate

Timely evaluation and preparation for these issues now can save your family time, money, and heartache in the future.

How We Help with Estate Planning

Every estate is unique and requires individual consideration for effective planning. As part of this process, we get to know you to match your priorities with a specific estate plan. We provide recommendations based on your goals for your estate and adjusting our approach to accommodate the changing circumstances of your life.

We will help you to:

  • Amend your plan when necessary
  • Clearly define your estate planning goals
  • Organize an estate planning team, should you need one
  • Decrease problems and expenses associated with probate
  • Reduce tax liability at the time of death
  • Create a working plan for the conservation and management of your estate
  • Arrange liquidation of your assets to cover necessary expenses
  • Provide an equitable transfer of assets to your heirs, based on your preferences

Certain living and financial documents that will help to allocate your wealth properly. With documents like living wills and trusts, we can help to ensure that your estate is distributed to heirs, creditors, charities, and other relevant parties of your choosing.

Attempting to do your own estate planning can be a complex and costly process. From state taxes, and probate courts, to burial and cremation costs, attempting to plan for your estate can have a detrimental effect on your family. At Schneider Financial Group Ltd., our Mahopac estate planning services help you to prepare for the reconciliation of your wealth, should the worst come to pass.

Our commitment to offering comprehensive professional assistance can help you avoid some of the complications associated with planning your estate. Contact Schneider Financial Group Ltd. to learn more about the estate planning services we provide to residents and business owners of Mahopac and the surrounding communities.

Let us help you attain financial freedom by requesting a Free Consultation with Joseph J. Marino, Jr., AIF® below.

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© Schneider Financial Group Ltd. 2021, 824 Route 6, Suite 4, Mahopac, NY 10541
T: (845) 628-5400 F: (845) 628-5460 E:

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