At KIG, your dreams become our goals,
written down with deadlines.

Our Specialties

Legacy and Estate Planning

Your legacy transcends money and also encompasses your values. Your wishes and dreams may include using your assets to help secure your current family’s future for many generations to come or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship, to name a few.

Some of the major estate planning elements we cover are:

  • Estate Tax Planning*
  • Trust Planning
  • Beneficiary Planning
  • Gifting Strategies

 

*Kennedy Investment Group does not render advice on tax issues, these matters should be discussed with the appropriate professional.

Ask Us Anything
New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 426 York Road, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
© 2022 Kennedy Investment Group. Privacy PolicyDisclosuresFORM CRS
Kennedy Investment Group, Inc. ("KIG") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. KIG provides investment advisory and related services for clients nationally. KIG will maintain all applicable registration and licenses as required by the various states in which KIG conducts business, as applicable. KIG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
*Stocks above indicate the biggest daily movers.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.