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All About Estate Planning Strategies

Chartered Financial Services helps guide you through the estate planning process. Our team works with your estate planning attorney to provide personalized and comprehensive solutions to meet your unique needs and goals. We educate and guide you regarding the benefits of your estate plan prior to working with the attorney to create your documents. We assist with asset placement once the documents have been created. The purpose is to make sure assets and wealth are protected and distributed according to your wishes. With Chartered Financial Services, clients can have peace of mind knowing that their affairs have been well coordinated and reflect their desired objectives.

Call Chartered Financial Services in Warren, NJ today at 800-549-6007 to learn more about estate planning, or contact us if you would like to have a discussion.

What is Estate Planning?

Estate planning is the process of organizing and directing the distribution of one’s assets and property after death or due to an incapacity. It involves the creation of a comprehensive plan to ensure the preservation and transfer of wealth to loved ones in an unencumbered and tax-effective manner. The benefits of estate planning include:

  • Protection of assets: Estate planning helps to ensure that your assets are protected and distributed according to your wishes; to whom you want, when you want, and how you want.
  • Avoidance of probate: Estate planning can help to avoid the time-consuming and costly probate process.
  • Tax savings: Estate planning can help to minimize taxes and ensure that your wealth is transferred to your loved ones in the most tax-efficient manner possible.
  • Peace of mind: Estate planning gives you the peace of mind that your affairs will be in order and the people you care about will be taken care of after your death.
  • Control over your legacy: Estate planning gives you control over how your assets and wealth will be distributed after your death.


Our team of experienced financial advisors work with estate planning attorneys to provide you with personalized and comprehensive estate planning solutions. Whether you’re looking to create a simple Will or establish a complex trust, we will work with you to ensure that your estate plan meets your unique needs and goals.

How do I get started with Estate Planning?

To get started with estate planning, simply schedule a consultation with one of our experienced financial advisors. During the consultation, we will discuss your goals, assets, and financial situation and educate you regarding estate planning solutions. Our team is dedicated to providing you with personalized and knowledgeable guidance every step of the way.

Estate planning is a crucial step in ensuring that your assets and wealth are protected and distributed according to your wishes. Contact us today to learn more about our estate planning services and how we can assist with the preservation and transfer of your legacy.

Chartered Financial Services and its representatives are not estate planners. They do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.