New England Investment and Retirement Group has put together this Estate Planning Guide to highlight estate planning changes for 2017 and assist our clients in creating a complete financial plan. 

Our mission is to help our clients pursue financial independence by providing unbiased objective guidance.  We bring value through communication, education, and exceptional service. An estate plan is created to achieve your long-term financial goals and should be a part of your overall financial plan. Your advisor will work together with the rest of your team to assist in achieving your goals.

NEIRG 2017 Estate Planning Updates

2017 How assets are exchange upon death