Broker Check

Estate

Estate planning is a key element of a successful financial strategy. It ensures you will leave a legacy that provides for your loved ones by properly protecting and distributing your wealth according to your wishes.

To help you with your legacy plan, we partnered with a well-established estate planning law firm, Perkins & Zayed, The Estate & Trust Law Group (www.trust-lawgroup.com).  With over 50 years of combined estate planning experience, they have helped more than 2500 families across the U.S., and currently hold licenses in 22 U.S. jurisdictions. Their concentration is in advanced Estate Planning Strategies, Asset Protection, Trust & Estate Administration, Medicaid/Long-Term Care Planning, and Special Needs Planning.

 Courtney Bonstrom is licensed to practice in New Jersey and has extensive training in advanced and highly personalized estate planning techniques that include living trusts, dynasty trusts for asset protection and legacy planning, irrevocable life insurance trusts, minor’s trusts, family limited partnerships, qualified retirement asset planning, business planning services, and planning for beneficiaries with special needs