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Legacy & Estate Planning

Trusts and Wills

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.

Belmont Capital can help take the burden off by helping you through your trust and will planning. We can make this type of planning go smoothly so it’s the last thing you have to worry about.

Reducing Taxes on Estate

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 investment planning process today. Complete the form below and someone from our office will contact you shortly.