Estate Planning Strategies: Securing Your Legacy
Estate planning is a critical part of any comprehensive financial plan. It’s not just about deciding who inherits your assets—it’s about protecting your loved ones, ensuring your wishes are honored, and creating a legacy that reflects your values. A well-constructed estate plan can provide clarity and confidence for you and your family while addressing important questions about the future.
At Leonardi Family Wealthcare, we view estate planning as an essential step in achieving your long-term financial and personal goals. In this process, we act as the architect of your estate plan, helping to design a cohesive strategy that integrates your financial goals, tax-efficient structures, and family priorities. Once the plan is designed, we collaborate with trusted estate planning attorneys, who act as the contractors to bring your plan to life through the creation of essential legal documents, such as wills, trusts, and healthcare directives.
By combining our expertise in financial planning with the specialized skills of legal professionals, we ensure your estate plan is both comprehensive and practical. Below, you’ll find links to a few of our trusted colleagues who share our commitment to excellence and service.
Your legacy deserves thoughtful preparation. Let us help you take the next steps toward securing your family’s future.
Neal D. White, Jr. - Partner - Cramer & Anderson
Attorney Neal D. White, Jr. is a Partner in Cramer & Anderson’s Litchfield office whose practice focuses on Estate Planning, Probate & Trust Administration, Elder Law, Residential & Commercial Real Estate, Business Law and Tax Law.
Estate Planning and Elder Law are important areas for Attorney White, who compassionately guides clients, families and spouses through issues that can be intricate and emotionally challenging. (Attorney White has been named Best Estate Planning Lawyer for five consecutive years in the Waterbury Republican newspaper’s Reader’s Choice Awards.)
Cummings & Lockwood
Cummings & Lockwood's Trusts and Estates practice is one of the oldest and most skilled practice groups of its kind in the country serving the needs of high net worth individuals, their families, businesses and charitable organizations.
Cohen and Wolf
Cohen and Wolf’s Trusts & Estates Group represents private individuals in the areas of estate and tax planning; estate and tax administration; trust formation and administration; charitable gift and foundation planning and administration; business succession planning; conservatorships; and guardianships.