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Legacy & Estate Planning

Trusts, wills, reducing taxes, and more.

We know you want to take care of your loved ones no matter what happens. The problem is legacy and estate planning can be a complex, arduous task.

Let Belmont Capital help take the burden off. We can help this type of planning go smoothly so it’s the last thing you have to worry about.

Our full-service legacy and estate planning includes:

  • Long-term care alternatives
  • Beneficiary reviews
  • Trusts (revocable and irrevocable)
  • Wills to avoid probate
  • Asset ownership
  • Reducing taxes on estate
Start your retirement planning process today. Complete the form below and someone from our office will contact you shortly.