Our Expertise

Estate Planning

Pursuing Estate Financial Comfort at Northington Investment Group is defined best by an efficient transfer of your assets to the next generation and helping protect your Legacy that you have spent your entire lifetime building.

  • After your Attorney creates documents, we review them as a second level.
  • The financial planning professionals at Northington Investment Group can provide access to Private Trust Company, N.A. through LPL Financial. This allows clients to utilize the experts at The Private Trust Company to provide professional trust administrative services while leaving the investment management decisions to Northington.
  • Utilize existing tax law and planning strategies to efficiently transfer an Estate.
  • Special needs trusts can provide benefits to, and protect the assets of, the physically disabled or the mentally disabled. Special Needs Trusts are frequently used to receive an inheritance or personal injury settlement proceeds on behalf of a disabled person or are founded from the proceeds of compensation for criminal injuries, litigation or insurance settlements.
  • Leave all or a portion of your estate to charity when you die, both for philanthropic purposes and for certain tax benefits through Charitable Planning Strategies.