Estate Planning

Eager to protect the full potential of your estate for your heirs and personal causes? NEFG can show you the way. 


Regardless of your level of wealth, estate planning is a vital part of your overall financial strategy. Planning ahead will give you greater control, privacy and the opportunity to leave more of your legacy to your heirs and personal causes.

In a legal and economic environment that changes frequently, you need the combined support of several key advisors to guide you through the process. NEFG will work as an integrated team with your estate planning attorney and tax advisor to design and implement an appropriate strategy for you.

Whatever your personal goals may be – such as protecting and transferring wealth within your family, supporting worthy charitable causes, or creating a secure financial future for your descendants – a well-designed plan will make all the difference.

Contact us to discuss your estate planning goals.