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100 Corporate Drive, Suite 103, Lebanon, NJ 08833

908-894-5020
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Estate Planning

At Stone Hill Financial, we can help you plan your legacy with intention and ensure that the wealth your family has worked hard to build is transferred to the right people, at the right time, in the most cost-effective, and tax-efficient manner.

In collaboration with your qualified legal advisor, our financial professionals will work closely with you to design a comprehensive estate strategy that reflects your long-term wishes and supports your loved ones. 


A Lasting Legacy Starts with Smart Planning

Let us help you:

  • Coordinate beneficiary designations and asset titling to align with your overall estate plan.
  • Maximize the proceeds of your life insurance policies.
  • Ensure sufficient estate liquidity to cover taxes and expenses.
  • Minimize federal and state estate taxes as appropriate.
  • Reduce the administrative and emotional burden on heirs and loved ones, such as your children.
  • Enhance the value your beneficiaries receive by utilizing strategies to transfer assets out of your taxable estate.

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Need a financial partner you can trust? Let’s see if we’re a good match.