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Estate and Legacy Planning

Preserve and transfer wealth to the next generation.

The legacy you've built is a testament to your hard work, and we understand the importance of maintaining it. 

 

Estate and legacy planning requires continuous monitoring and attention. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:

What’s the plan for the future of your business? 

What are your wishes for your children and grandchildren after you pass on? 

Will your estate plan resolve or cause family conflicts? 

What is your philanthropic vision?

Whether you need asset titling, a charitable-giving strategy, or an overview of your estate plan, Tankel Rosenberg Wealth Management can help ensure your long-term vision is honored.

 

Tankel Rosenberg Wealth Management​

 

20 Walnut Street Suite 200, Wellesley, MA 02481 | (781) 489-6970 x203 | www.tankelrosenbergwealth.com​

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Investment advice offered through Integrated Partners, doing business as Tankel Rosenberg Wealth Management, a registered investment advisor, along with investment advisor representatives, Samuel Diarbakerly and Rex Berger.

Tankel Rosenberg & Company, P.C. and its individual partners are solicitors to Integrated, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners are separate entities from Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners do not provide investment advice and are not registered as an investment advisor. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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