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Your Financial Legacy

Valley National Financial Advisors comprehensive approach to planning includes considerations for the future of your wealth.

Estate planning is an essential part of your financial legacy. As you go through life your plans should be revisited and maintained, taking into account changes in your circumstances and priorities.

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Having a plan in place for the eventual transfer of your assets after your death protects your investments and savings.”

If engaged to do so, Valley National Financial Advisors can work with legal professionals to help ensure that your assets and personal interests are protected.

Estate planning is more than having the proper estate planning documents. The process begins with taking an inventory of your assets, titling, beneficiary designations, and lifetime needs. We ask the questions – who, what, where, why, when and how? Knowing these helps us seek for you the most options in your estate planning for you and your heirs.

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® video series revealing her five-step approach to crafting an estate plan.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.

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