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Estate Strategies

Having estate planning documents, such as a will or living will, doesn’t always mean all of your estate planning goals are being accomplished.

There is incredible value in forging a relationship between your financial advisor and estate attorney. Including a wealth advisor in your estate planning can:

  • Help you exert your influence on transferring your assets and values upon illness or death.
  • Offer guidance in helping you think about how you might want to divide your assets between descendants or charities.
  • Plan to mitigate or prevent extra costs, such as death taxes and/or probate costs.
  • Help you plan to preserve your legacy.

Our advisors at The BlackOak Group have tremendous experience and knowledge when it comes to protecting your wealth. At The BlackOak Group, we do not provide legal advice but we can work with your legal counsel to help ensure you not only a have strong estate plan, but that your finances are secured as well.

A comprehensive wealth strategy includes estate strategies.

For an analysis of your estate planning strategies, contact The BlackOak Group today.

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For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.    The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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