Estate Planning
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.
Having an estate plan is essential in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
What We Can Do For You
- Will education: We can help you understand what's important to include in your will so your legal team can create a document that reflects how you want your estate disposed of and distributed.
- Beneficiary designation education: If you don’t choose beneficiaries for your assets carefully, your estate assets might end up in the hands of individuals that you never intended should benefit from them. A well-thought-out estate plan seeks to ensure the needs of your dependents are taken care of.
- Managing estate taxes and probate fees: Taxes, fees, and other levies have the potential to erode a large part of your estate before your beneficiaries see a cent. Careful planning seeks to reduce the impact taxes and fees may have.
- Estate planning: Even after you pass, many of your assets – such as long-term investments and property – will likely need protection and management until they are disposed of and their proceeds are distributed to your beneficiaries. In the absence of an estate plan, your assets may not receive the type and level of protection those assets require.
- Distribute your legacy: Our professionals can support you in synchronizing your estate plans and your will, so your assets are distributed in line with your final wishes.
Schedule a meeting with us to see what an estate plan can do for you.
Neither MW Bridge, Global Retirement Partners, nor LPL Financial provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
