Protecting your assets, determining your health care directives, distributing your wealth upon your death - these and other issues are important aspects of estate planning. During thoughtful conversations with you, we ask questions and listen carefully to your ideas about inheritances and heirlooms, transferring money values to your children and grandchildren, plans for a family business, wishes for charitable giving, and avoiding estate taxes.
Helpful estate planning review and guidance
Working closely with your attorney, or one that we recommend, we develop the architecture of your estate plan and shepherd you through the planning process. With extensive experience in creating estate plans, we help you understand the legal language and make sure your plan accurately reflects your wishes.
With your estate plan in place, we assist you in implementing each detail and review the plan's effectiveness. When life circumstances change and your plan needs to be altered, we oversee this process too.
Key estate planning documents
The estate planning process includes creating or reviewing five key documents to make sure that your wishes are met:
- Revocable trust or irrevocable trust
- Durable power of attorney for financial matters
- Durable power of attorney for health care
- Living will
During the development of these documents, we help you determine appropriate provisions, trustees, guardians, executor or executrix, agent for health care, and advance directive decisions.
Contact MTR Financial Services, LLC for a complimentary conversation about estate planning, to be sure your wishes are established.