Moorestown Estate Planning

After working hard your entire career, you deserve to know your legacy is secure and your family is protected. Estate planning isn't just about creating a will—it's about ensuring the wealth you've built serves the people and causes you care about most.



Many of our clients tell us they worry about becoming a burden to their children or having their assets eroded by unnecessary taxes and probate costs. We understand these concerns. Our approach focuses on creating clarity and peace of mind, so you can enjoy retirement knowing you've taken care of those important details.

Like many of our clients approaching or in retirement, you've probably thought about legacy planning but may find the options confusing. At Leonard Financial Solutions, we cut through the complexity with straightforward guidance:

Asset Protection Strategies: "Will my hard-earned savings be vulnerable to excessive taxation or legal challenges?" We address this common concern by assessing your specific situation and developing practical strategies to shield your assets from unnecessary risks. No complex legal jargon—just clear plans to preserve what you've built.

Legacy Planning: More than just distributing assets, legacy planning is about defining what matters most to you. Whether it's helping grandchildren with education, supporting your church or favorite charity, or ensuring your spouse maintains their lifestyle, we help translate your wishes into concrete plans.



Trust Establishment: Many of our clients initially assume trusts are only for the ultra-wealthy. The reality is that these powerful tools can benefit many families in protecting assets and streamlining inheritance. We'll help you understand—in plain English—if a trust makes sense for your situation.

Beneficiary Planning: Did you know outdated beneficiary designations can completely undermine your estate plans? We've seen it happen too often. Our thorough review process ensures all your accounts and policies work in harmony with your overall wishes.

One thing we've learned from working with hundreds of retirees: estate planning doesn't exist in isolation. It needs to work hand-in-hand with your overall retirement strategy.

That's why we take a coordinated approach that considers all aspects of your financial picture:

Tax-Efficient Planning: Our in-house CPA helps identify strategies that can potentially reduce estate taxes and preserve more of your assets for your heirs. Many families miss these opportunities when estate planning is handled separately from tax planning.

Integration with Retirement Income: We ensure your estate plan works harmoniously with your retirement income strategy, so you don't have to choose between enjoying retirement and leaving a legacy.

Professional Coordination: When necessary, we collaborate with estate attorneys and other professionals to ensure all legal documents (wills, trusts, powers of attorney) are properly prepared and aligned with your financial strategy.



Many clients tell us the peace of mind from this integrated approach is invaluable. Instead of fragmented advice from multiple sources, you get one coordinated plan where all the pieces work together.

"There are so many financial advisors out there. Why should I trust you with something as important as my family's future?" It's a fair question we hear often.

Here's what makes our approach different:

Fiduciary Commitment: Unlike many financial professionals who can recommend products that pay them high commissions, we are fiduciaries legally bound to put your interests first. Period. No hidden agendas or conflicts of interest.

Experienced Guidance: Our team has helped hundreds of retirees just like you navigate these important decisions. We've seen what works—and what doesn't—when it comes to effective estate planning.



Practical, No-Nonsense Approach: You won't get complicated jargon or theoretical strategies that fall apart in the real world. We focus on straightforward solutions that accomplish your goals without unnecessary complexity.

While Jonathan is based in Moorestown, Leonard Financial Solutions proudly offers comprehensive estate planning services across the state and nationwide, ensuring clients throughout the United States can access top-tier financial guidance.

"I know estate planning is important, but it seems overwhelming. Where do I even begin?"

We hear this concern frequently, which is why we've created a simple process to get you started without stress or pressure:

1. Schedule a No-Cost Conversation: It all begins with a friendly, informal chat—either in our Moorestown office or virtually from the comfort of your home. No complicated paperwork to prepare. Just bring your questions and concerns about protecting your legacy.

2. Receive a Clear Roadmap: After understanding your family situation and wishes, we'll outline specific next steps that make sense for your unique circumstances. No cookie-cutter solutions—just practical guidance tailored to your needs.

3. Implementation Without Hassle: Many clients tell us they've procrastinated on estate planning because it seemed complicated. We handle the heavy lifting, coordinating with other professionals when needed, and guiding you through each step with clarity.

Many of our most satisfied clients started just like you—knowing estate planning was important but unsure where to begin. Taking that first step of scheduling a conversation could be the most important thing you do for your family's future security.