Secure Your Wealth: Estate & Legacy Planning in Connecticut

Securing your wealth is securing your future. At Nesso Wealth, we understand the importance of providing comprehensive wealth management services to our clients; we offer both estate and legacy planning services. We believe that you’re entitled to great financial assistance. Therefore, our services will cover your needs regardless of your situation.

Our wealth management services in Connecticut will help you plan for your estate and legacy, ensuring your wealth is protected and passed on to future generations. Contact us today and make sure your wealth is in good hands.


What We Do

●     Financial Planning

We’ll work with you to create a strategy for evaluating your present financial status and directing you toward absolute financial independence.

●     Retirement Planning

A retirement crisis is no fun, but we can help put your financial plan into terms you’ll understand using our five-step process.

●     Estate Planning

Our estate planning team will assist you in developing a tax-efficient, comprehensive estate plan. We’ll ensure that it leaves little to chance while also teaching you how your possessions will be distributed.

●     Investment Management

Our investment strategies have been perfected over time. They will provide what you need to keep your portfolio on track towards its goals.

●     Tax Planning

At Nesso Wealth, our team of CPAs will review your recent tax returns to see if there are any potential areas where you could save money or restructure in the future. We want to give you proactive ideas so that you can save money down the line.

●     Private Client

Private client members receive sophisticated, one-on-one support for their complex needs. We care about you and your financial well-being, so we’ll always be here to answer your questions.

What Is Wealth Planning?

Wealth planning is a financial advisory service that combines other financial services to meet the demands of high-income clients. Nesso Wealth advisors utilize a consultative approach to obtain data regarding the client’s requirements and circumstances. Then, they develop a custom plan that incorporates a variety of financial products and services.

How Wealth Planning Works

A successful wealth management plan is more than just investment tips. It should address all areas of a person’s finances for the most holistic and effective approach. As opposed to taking bits of advice from different professionals, it may be more beneficial for high-net-worth individuals to receive an integrated approach. Nesso Wealth is your go-to option in this case.

With this method, Nesso Wealth coordinates the services needed to manage our client’s assets and creates a strategic plan for current and future needs. This includes will and trust services or business succession plans.

What Is Estate Planning?

Estate planning is creating a plan to manage your assets if you become incapacitated or die. This includes designating what assets will go to which heirs and how they will pay estate taxes. With Nesso Wealth, you won’t have to worry about complicated paperwork; we’ll handle everything!

Why You Should Ensure Estate Planning With Nesso Wealth

Houses, automobiles, equities, artwork, life insurance, pensions, and debt are all examples of assets that may be included in a person’s estate. There are various motives for preparing an estate:

●      Preserving family wealth

●      Supporting your spouse and children

●      Funding the education of children or grandchildren

●      Leaving one’s legacy to a charitable cause

Writing A Will

The first thing you should do when estate planning is writing a will. A will is a document stating what to do with your property and kids (if any) after you die.

The individual expresses their wishes through the document, naming a trustee to carry out their stated objectives. It also specifies whether a trust should be established following death. You may decide to activate a trust during your lifetime (living trust), or it can activate after your death (testamentary trust).

The Importance Of Finding The Right Executor

After the court approves, the legal personal representative or executor is responsible for locating and overseeing the deceased’s assets. The executor has to estimate the value estate by using either the date of death value or the alternative valuation date as provided in the Internal Revenue Code (IRC). At Nesso Wealth, we can help you select an outstanding trustee to take over your needs.

A few of the many assets that need to be appraised during probate are retirement accounts, bank accounts, stocks and bonds, real estate property, jewelry, and other valuables.

Steps To Consider If You Want To Plan For Estate Taxes

Individuals and couples can take a few key steps during the estate-planning process to minimize the effects of these taxes. These are some of them:

–       AB Trusts

Married couples can set up an AB trust that automatically divides into two upon the first spouse’s death.

–       Education Funding Strategies

A grandparent may encourage their grandchildren to pursue higher education degrees and thus entrust assets to a 529 plan for the purpose of current or future education funding.

–       Estate Freezing

One way to limit death taxes is to lock in the value of your property at the current rate. You can do this by attributing the value of future growth of that capital property to someone else. This is done by freezing the value of an asset at its value on the date of transfer.

What Is Legacy Planning?

With legacy planning, you can prepare to leave your assets to a loved one or next of kin after you die. A financial advisor in Nesso Wealth usually plans and organizes this financial strategy.

Your estate plan advisor is available to assist you in comprehending how your assets will be distributed under present tax rules. At Nesso Wealth, we collaborate with our in-house team of estate planning professionals, attorneys, CPAs, and other specialists to formalize your wishes. We want to reduce the administrative burden on your inheritance and improve the money going towards your loved ones.

Understanding Legacy Planning

Many people don’t consider what will happen to their wealth and assets after death, but it’s essential to think about it. Your loved ones or chosen charities will inherit your things once you’re gone, so it’s good to have a plan in place.

If you don’t have a plan for your estate, it may go against your desires once it is passed on. Legacy planning is especially crucial for small company owners and others with assets that need maintenance.

The Importance Of A Financial Advisor For Legacy Planning

It’s crucial to start thinking about your legacy as early as possible, in the same way, you would plan to write a will. This way, everything is taken care of when the time comes, and there won’t be any loose ends. A financial advisor from Nesso Wealth can help you prepare for your legacy. They’ll give you sound advice and be available to answer any questions or special requests along the way.

Nesso Wealth’s priority is to help you achieve economic comfort and stability, letting you live the life you want while leaving an inheritance for your children. Too many assume they can create a legacy of money or properties without having acquired it themselves first, but it’s far more complex.

After dealing with money security, Nesso Wealth’s financial advisor guides your beneficiaries on how to maintain your assets running smoothly after you’ve passed away. They’ll hold a meeting with your nearest relative to discuss handling your belongings, so there are no unpleasant surprises.

How Can Nesso Group Help You

–       Coach: We’re not simply financial advisors. We’re here to assist you in reaching your goals by coaching you through the most crucial aspects of your life.

–       Accountability Partner: One of the most challenging aspects of preparing is staying on track during the process. Regardless of changes, victories, or challenges, we assist you in keeping your course throughout life.

–       Advocate: We don’t simply lay out a route for you; we assist you in getting there. We determine and communicate what should be a priority, and we accompany you every step of the way.

–       Things We Help You Consider: Our planners will work with you to align your estate plan aligns with your financial strategy. This may include beneficiary reviews, the creation of a will or trust, regular updates and reviews, and more. We’ll assist you in addressing issues frequently unnoticed by family members that can lead to significant risks and difficulties for them.

●      Special Needs Trusts

●      Second Marriages

●      Blended Families

●      Medical Power of Attorney

●      Dementia

●      Durable Power of Attorney

●      Creditor Protection

●      Living Will

●      Nontraditional Families

Hire Trustworthy Wealth Management Services In Connecticut

Nesso Wealth helps you plan and manage your estate to live with less stress. We work with families in Connecticut to help them plan their estates, whether for the first time or updating an existing plan. Nesso Wealth offers a variety of services that’ll make the process easier.

We’ve been in the industry for many years, and we know how important it’s to have a plan that reflects your current wishes. We work with you to ensure your estate is managed the way you want it, whether through a will, trust, or other means.

We know how difficult it can be to plan for the future, and we’re here to help. When you request a quote, we can get to know you and your situation, goals, and needs in 15 minutes. Then, Nesso Wealth will connect you with an advisor committed to helping you pursue true wealth. Contact us today to learn more about our wealth management services in Connecticut!



For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC or any of its representatives may give tax or legal advice.

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