Estate Planning Strategies

Estate Planning and Charitable Giving strategies are all about distributing wealth in accordance with your wishes.

Over the years we have worked with many attorneys, accountants and other advisors, and understand the process that is necessary to achieve a comfortable plan while you’re still alive. Our goal is to make sure that your directives, and the legacy you want to leave behind, are fully realized. We keep it simple, make it clear, make sure that you understand, and proactively follow up with you when changes in the law - or in your own situation - suggest that you should change your plan.

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC ( to residents of CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, SC, VA & VT. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through Kaleel Investment Advisors, LLC, a Massachusetts registered Investment advisor. Lincoln Financial Securities and Kaleel Investment Advisors, LLC are not affiliated.