Estate Planning Strategies

Estate Planning is an ongoing process.  It allows you to direct how and to whom your property will be distributed after you’re gone.  Having no estate plan may subject your family and property to state and federal intestacy laws without regard to your wishes.

If it’s important that your legacy ends up in the hands of the people and organizations you care for and love, let’s have a conversation about a strategy you’ll be proud to provide to future generations.

 

 

*We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

 

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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