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Estate Planning in Westchester NY

Ensure Your
Legacy is Protected

Protect your assets, your family, and your wishes even after you’re gone.

Consult an Advisor

Personalized Planning

Tailored to your unique needs.

Qualified Coordination

Integrated with your financial plan. 

Simplified Process

Easy access to information and support.

Are you thinking about planning your estate?

Navigating the complexities of estate planning can be overwhelming. Without the right guidance, you might struggle with:
  • Creating a will or trust?
  • Preserving your wealth for your family?
  • Minimizing estate taxes and legal fees?
  • Protecting your assets?

Coordinating your estate planning with your overall financial strategy ensures comprehensive protection and peace of mind, no matter what the future holds.

How Our Estate Planning Services Help

At CPC Wealth Management, we integrate estate planning into your broader financial strategy. Our advisors work closely with you to assess your needs and coordinate with trusted legal professionals to create a comprehensive estate plan. While we do not provide these legal services directly, we ensure everything is seamlessly integrated into your financial plan.

Consult an Advisor

Complete Estate Planning Solutions

CPC Wealth Management offers our financial planning clients a range of estate planning solutions to meet your needs. As part of your financial plan, we’ll help identify what you need to plan your estate. Then, we’ll help you find the right legal professionals to memorialize your wishes.

Wills and Trusts: Secure Your Legacy*

  • Last Will and Testament: Outline how your assets will be distributed after your death.
  • Living Trust: Manage your assets during your lifetime and specify their distribution.
  • Testamentary Trust: Established through your will, activated upon your death.

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial. 

Powers of Attorney and Healthcare Directives: Protect Your Interests

  • Durable Power of Attorney: Appoint someone to manage your financial affairs if you become incapacitated.
  • Healthcare Power of Attorney: Designate someone to make medical decisions on your behalf.
  • Living Will: Specify your healthcare wishes if you become unable to communicate.

Estate Tax Planning: Minimize Tax Liabilities

  • Gifting Strategies: Reduce your taxable estate through strategic gifts.
  • Charitable Trusts: Support charitable causes while receiving tax benefits.
  • Generation-Skipping Trusts: Transfer assets to grandchildren, bypassing immediate children to reduce estate taxes.

Probate and Trust Administration: Streamline the Process

  • Probate Coordination: Assist with the legal process of administering your estate.
  • Trust Administration: Ensure your trusts are managed according to your wishes.

Integrated Estate and Financial Planning

Our estate planning services are integrated into your financial planning to provide a comprehensive strategy.

As you live life and make changes to your financial plan, we’ll review and adjust your estate plan to ensure it aligns with your overall strategy.

The CPC Wealth Management Promise  

Your estate planning advisor will offer:
Custom Estate Planning Coordination 

Personalized advice and comprehensive coordination of your estate plan.

Professional, Independent Advice

Recommendations without ties to specific legal services.

Ongoing Support and Monitoring

Continuous review and adjustment of your estate plan.

User-Friendly Technology

Easy access to your estate plan details anytime.

Are you ready to secure your legacy?

Consult an Advisor
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