Financial Expert Marion G. Cuff, CFS: Estate Planning


Make text smaller Make text larger



Photos



  • Marion G. Cuff, CFS



Isn't estate planning only for the rich?


In a word, no. Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die. Your objective may be to simply make sure that your loved ones are provided for. Or you may have more complex goals, such as avoiding probate or reducing estate taxes.

Estate planning can be as simple as implementing a will (the cornerstone of any estate plan) and purchasing life insurance, or as complicated as executing trusts and exploring other sophisticated tax and estate planning techniques. Therefore, estate planning is important whether you are wealthy or whether you have only a small estate. In fact, estate planning may be more important if you have a smaller estate because final expenses will have a greater impact on your estate. Wasting even a single asset may cause your loved ones to suffer from lack of financial resources.

You may also want to plan your estate if you have special circumstances such as any of the following: • You have minor children or children with special needs • Your spouse is uncomfortable with or incapable of handling financial matters • You have property in more than one state • You have special property, such as artwork or collectibles

IMPORTANT DISCLOSURES Working with an advisor that holds the CFS designation does not guarantee investment success. Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Advisor. The Grace Financial Group is a marketing designation.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Marion G. Cuff, CFS
128 Seneca Lake Road, Sparta, NJ 07871
973-729-9861
Ask Marion G. Cuff, CFS a question
www.thegracefinancialgroup.com

Come in out of the storm; take care of your money and yourself




Make text smaller Make text larger

Comments

Pool Rules



MUST READ NEWS

Physical Therapy Expert Melissa Prestipino, DPT: Tendon vs. Ligament
A tendon is a fibrous, connective tissue that attaches muscle to bone. It is flexible, and is capable of withstanding tension. A ligament helps connect bone to bone and stabilize...
Read more »
Image

Chiropratic Expert Dr. Mary Negri, D.C: Sciatica
Doctors of Chiropractic regularly treat Sciatica. Sciatica is pain that starts in the low back or buttock and travels down one or both legs. It can be very intense and...
Read more »
Image

Financial Expert Marion G. Cuff, CFS: Identity Theft
The chance that someone will assume your identity to open fraudulent bank or credit accounts is increasing as thieves become
Read more »
Image

Deborah Lee Meeker of Sparta, dies at age 53.
Deborah Lee Meeker of Sparta, NJ, passed away at home on Friday, Oct. 5, 2018.
She was born on June 2, 1965 to Stephen and Ann Meeker in Newton. She was the second of three...

Read more »
Image

VIDEOS



Subscribe to our mailing list

* indicates required
Community Newspapers



MOST COMMENTED



Find more about Weather in Sparta, NJ