Ensuring your loved ones are cared for shouldn’t be stressful. Belmont Capital Advisors makes trust and will planning seamless, so you can protect your legacy without the complexity.

Our comprehensive estate strategies help minimize taxes, avoid probate, and secure your

assets through trusts, wills, beneficiary reviews, and long-term care planning. With our

guidance, you can confidently safeguard your wealth and provide for future

generations—without the hassle.

• Long-term care alternatives
• Beneficiary reviews
• Trusts (revocable and irrevocable)
• Wills to avoid probate
• Asset ownership
• Reducing taxes on estate