Clear, Coordinated Estate Planning for Your Whole Financial Life

Estate planning is about more than documents—it’s about protecting the people, goals, and values that matter most. A thoughtful plan helps make sure the right assets go to the right people, at the right time, with as little confusion and avoidable cost as possible.

At Cammareri Wealth Management Group, we focus on the financial side of your estate plan for families in Orange County, NY and beyond. Grounded in our five core commitments—communication, consolidation, customized strategies, comprehensive planning, and long-term commitment—we help you align accounts, beneficiaries, wills, trusts, and insurance with the work your estate planning attorney does, so everything is coordinated instead of scattered.

Wills & Trusts

Wills and trusts are key tools for making sure your wishes are followed, rather than leaving decisions to state rules or guesswork. We help you understand how wills and different trust structures work in your situation, then coordinate titles, beneficiaries, and account funding so the documents your attorney drafts are backed by a clear, practical financial plan.

Legacy & Inheritance Planning

Your legacy is more than a number—it’s the impact you leave on the people and causes you care about. We help you think through how, when, and to whom wealth is passed, balancing lifetime gifts, inheritances, and charitable goals. The result is a legacy and inheritance plan that aims to reduce confusion and conflict while reflecting your values and priorities.

Trust & Estate Coordination

Even the best-designed wills and trusts can fall short if the rest of your financial life isn’t aligned with them. We review your accounts, policies, and beneficiary designations, then work with your attorney and CPA to help ensure everything is coordinated. Our goal is to turn a stack of documents into a clear, working plan your family can actually follow.

Estate Tax Planning

Estate and related taxes can quietly erode what you intend to leave behind. We collaborate with your tax professional and attorney to help you understand where potential exposure exists and how tax-aware strategies—such as gifting, trusts, and insurance—may help. While we don’t provide tax or legal advice, we help keep the financial side of your estate tax planning organized, understood, and aligned with your long-term goals.