Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.

But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement; producing a legacy after they have passed.

We've learned from years of experience that preserving wealth from one generation to the next is often under planned, can be overwhelming and is time consuming. With an ever-changing tax code and laws surrounding gifting and inheritance, having an expert to help identify and navigate these challenges can lift an unnecessary weight off your shoulders and those that you love.

Cocheco Financial Group is happy to assist our clients with a referral to one of our trusted attorney and/or CPA partners, for all their estate and tax planning needs. From simple wills and power of attorneys to more complex multi-generational gifting strategies, having a plan in place for your loved ones to count on is crucial.

Striving to achieve financial success for yourself today is being responsible, but providing for your family, friends and loved ones in the future is a true act of LOVE. Designing your legacy for the generations to follow is a powerful experience!