This guide describes what your estate is and explores ways to share wealth with the family, friends, and institutions you choose. Guides, wills, and trusts are all explained, and topics such as beneficiary designations, asset distribution, and minimizing taxes discussed in detail.
Heron Wealth | Plan, Grow, Keep!
205 East 42nd Street, 20th Floor
New York NY 10017
Budgeting and planning for life transitions
Ongoing education and guidance
Your financial data at your fingertips 24/7
Purpose-based asset allocation
Portfolios designed for your risk profile
Systematic rebalancing to control risk
Copyright © 2017 HERON FINANCIAL GROUP, LLC. All Rights Reserved