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Estate & Legacy Planning


At Brotman Financial Group, we understand that knowing how to preserve wealth into the next generation legally and technically can be overwhelming and confusing. With many laws to consider, tax strategies to address, and family dynamics to manage, doing everything on your own can leave you open to potential pitfalls.

Having professional oversight into your estate and legacy planning can help ensure you soundly address your multigenerational needs with a single advisory contact. By working with our team, we'll help to:

  • Identify your specific needs and values and how you wish to pass on your legacy
  • Analyze actions you need to take in order to protect your estate and legacy today and tomorrow
  • Ease the burden by synchronizing our efforts with your estate planning attorney
  • Provide professional oversight as you strive to meet your goals and make adjustments to keep you on track, as needed

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We understand how important family is and that preserving a legacy isn’t always just about a financial estate. Learn more about how you can preserve your legacy.

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Get Started

To speak with one of our Certified Financial Planners™ today, call (410) 252-4555 or contact us online.