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Did You Know Your Heirs Could Lose 1/3
Of Their Inheritance To Taxes?

Recent changes to the “Stretch IRA” rules dramatically increases the level of federal and state income taxes your heirs will have to pay on their inherited traditional IRA and 401(k) accounts.
But I have a solution.

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Our Services


Legacy Planning

I use common strategies to maximize the financial legacy you leave to your chosen heirs by completely eliminating the income taxes they will pay on inherited retirement account assets.

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Local Workshops

I host free informational workshops in the Rochester, New York area. Come learn about specific planning strategies to help protect your financial assets from expensive nursing home costs, Medicaid, probate fees, taxes, and more.

Upcoming Workshops


Bill Monte Interview

What is Legacy and Long-Term Planning?

Watch my recent interview where I explain what I do and how I can help.