ESTATE PLANNING

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Estate Planning

Plan Your Legacy Now For Maximum Impact

At Money Matters, we actively encourage every client to plan for their estate. No matter if you are young and newly married or just entering your retirement years, the unexpected can always happen. By creating your estate plan now, you can have a say in where your resources go for maximum impact.

Services Include:


Assist you in working with a lawyer to make sure the necessary documents are in place to ensure your wishes and desires are carried out, including:

  • Review your existing estate planning documents
  • Integrate your estate plans with tax, investment, business and insurance planning
  • Manage the issues associated with a sizable inheritance
  • Identify the most beneficial trust structures for your particular needs
  • Use tax-efficient wealth-transfer strategies
  • Carry out your philanthropic goals
  • Coordinate with legal counsel to modify your estate planning documents so they accurately reflect your wishes
  • Advise on business succession strategies
  • Support family wealth education