Estate & Legacy
Explore estate and legacy planning strategies designed to help protect what you've built and prepare for the financial future of your loved ones.
Plan today. Leave a lasting legacy for tomorrow.
What you’ve built matters. We can help you preserve it.
Preserve what you’ve built.
Your legacy is about more than what you leave behind. It's about creating a plan that reflects your values, wishes, and the people who matter most.
How we can help
Define Your Legacy Goals
Think about how you'd like your assets to benefit your family, loved ones, and the causes you care about.
Review Your Financial Picture
Look at all your investments, retirement accounts, insurance and other assets to understand how they work together and support your goals.
Align Your Beneficiaries
Review the beneficiaries on retirement and investment accounts to ensure they reflect your wishes.
Plan for Wealth Transfer
Explore strategies for passing assets to family or charitable organizations.
Coordinate with Other Professionals
Work with your attorney and tax professionals to help align the different pieces of your estate plan.
Our financial professionals
Sal Bocchimuzzo, CFP®
Daniel McDonough, CRPC*
Helpful resources
How Often Should You Update Your Estate Strategy?
Once an estate strategy is in place, it should only require periodic reviews to check that it still reflects your wishes. However, life events such as marriage, divorce, births, deaths, relocations, health changes, business sales, and changes in tax law may prompt you to reconsider part of your overall strategy.
Managing an Inheritance
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
Problems with Probate
Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works.
Your questions, answered
Get clear answers to common questions, and connect with the MHV Investment & Retirement Center team when you’re ready for personalized support.
Request an Appointment
Call us at 845.336.4444 , ext. 3515
Estate planning is the process of making decisions about how your assets will be managed and distributed, and who will make important financial or healthcare decisions on your behalf if you're unable to do so.
Your investments and retirement accounts are an important part of your overall financial picture and can play a role in the legacy you leave behind. A financial advisor can help you review your accounts and beneficiary designations and consider how your investments fit with your broader estate planning goals.
A financial professional can help you understand how estate planning fits into your overall financial plan and work alongside your attorney or other professionals to help you prepare for the future.
As life changes, your beneficiary designations may as well. Reviewing them regularly, especially after major life events like marriage, divorce, or the birth of a child or grandchild, can help make sure your assets are passed on as you intend.
Including your beneficiaries or family members can help them better understand your wishes and know who to reach out to when the time comes. You decide what you’re comfortable discussing, and your personal financial information remains private unless you authorize it to be shared.
*CRPC conferred by College for Financial Planning.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC ). Insurance products are offered through LPL or its licensed affiliates. Mid-Hudson Valley Federal Credit Union (MHV) and MHV Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MHV Investment & Retirement Center, and may also be employees of MHV. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MHV or MHV Investment and Retirement Center. Securities and insurance offered through LPL or its affiliates are:
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