Estate Planning

  • Gifting & Wealth Transfer Strategies
  • Beneficiary Designation
  • Transfer on Death (TOD)
  • Revocable Living Trust
  • Charitable Trust
  • Credit Shelter Trust
  • Irrevocable Life Insurance Trust
  • Dynasty Trust
  • Special Needs Trust
  • Testamentary Trust

Resources

 

Auri Elan - The Spirit of Investing
1185 Washington St Suite 2 NewtonMA02465 USA 
 • 617-329-1185