Leaving a Legacy
Minimizing taxes, protecting your assets.
If you’re looking for Estate Planning services, look no further. At Modern Wealth Management, we know that each family is unique and has their own set of circumstances. Our Estate Planning team works with our financial experts to develop strategies that help minimize estate taxes and protect your assets. It doesn’t end there; once this estate plan is established, we will review it on a regular basis to make sure it continues to meet your objectives.
Talk to a Professional
If you’re ready to start a discussing about protecting your family and the assets you’ve worked hard for your whole life, fill out the form to request an estate planning meeting with one of our advisors and attorneys.
Family and Asset
Avoid the mess of legal fees.
While it’s unpleasant to think about, if you don’t have an estate plan, everything you ever worked for could be tied up in the courts for a year, or longer. It could cost your family money in probate, legal fees, and emotional turmoil. Additionally, your estate could potentially get double-taxed by the government and could be a real mess for your family.
Five Professionals Under One Roof
At Modern Wealth Management, our integrated wealth management services are working together for you.
Typically, one would hire 5 different companies: 1. Financial Planner 2. Accountant 3. Insurance Agent 4. Estate Specialist 5. Social Security Consultant.
At Modern Wealth, you can replace 5 relationships with 1.
Our integrated team of professionals saves you time, energy, and hassle by working together to meet your most significant and most important financial challenges — no need to manage 5 different relationships. We’ve got you covered.
Do I need an
Your family will be taken care of.
The truth is, everyone needs a legal plan, no matter the size of your estate so you can be confident that your wishes will be carried out without burdening your loved ones. At the end of the day, can you put a price on the knowledge that your family and friends will be taken care of after you pass away?
Frequently asked questions.
Because of their many advantages, revocable trusts are popular estate planning tools. Depending on your particular circumstances, a revocable trust may be beneficial in planning your estate. Revocable trusts are very flexible. You can make changes to the trust or revoke the trust at any time for any reason, as long as you are mentally competent. Further, there are few restrictions on the choice of trustees and beneficiaries. Finally, when drafting a revocable trust, you have many options regarding the management and distribution of your assets to your heirs upon your death.
Probate is the process of collecting your assets, paying your debts and taxes, and transferring the property owned by you, at your death, to your heirs.
Modern Wealth Management, LLC does not provide legal advice.