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Business Estate Planning

You want peace of mind when it comes to estate planning. We'll manage the complexities while keeping your business assets protected.

Investments are not insured by the FDIC, not a deposit, and may lose value.

Estate Planning Services for Business Owners in PA and NY

Develop your optimum estate plan

C&N Wealth Management will collaborate with you, your attorney and accountant to create an estate plan* that addresses all facets of your wealth. With neighborly advice and expert guidance, we minimize your heirs' tax burden while ensuring a smooth transition of your wealth. We devise and manage legacy assets so multiple generations can benefit, and if your goals and assets change, we'll react immediately to update your plan.

*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.

Save for retirement with tax benefits with an Individual Retirement Account (IRA).
Learn More About C&N IRAs
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