Estate Planning

MCRA provides a wide array of expertise when it comes to your personal estate and financial planning. We know how important it is to make sure your wealth is passed along to your loved ones and the correct plan is in place when you retire or pass.

Our financial experts work with you one-on-one to create a tailor fit plan that provides you and your family the utmost protection for any situation. We can help you with the simplest of plans, whether it be implementing term life insurance to protect your new born baby or helping you with the most complex wealth transfer needs.

Some of the products we use in our planning are:

• Life Insurance
• Long Term Care Insurance
• Disability Insurance
• Annuities, Mutual Funds, Personal Money Managers requiring more than $250,000 in coverage

 

Each year we offer a number of Estate Planning workshops and seminars. Visit our online calendar to see when our next New York, New Jersey or Long Island Estate Planning event is being held.