Estate Planning

Stone Hill Financial can help you plan your legacy and increase the probability that the results of your family's hard work will transfer to whom you want it to, when you want it to, in the most cost effective, tax efficient way when it's time.

Working in coordination with your qualified legal advisor, Stone Hill Financial will work with you to:

  • Coordinate beneficiary designations and asset titling.

  • Maximize proceeds of your life insurance policies.

  • Maintain sufficient estate liquidity.

  • Minimize federal and state estate taxes as appropriate.

  • Reduce any burden on relatives and or children.

  • Enhance the value your heirs receive by taking full advantage of options to transfer assets out of your taxable estate.




*HTK and its registered representatives do not provide tax advice.  Always consult a qualified tax advisor regarding your own person al tax situation.