Why Estate and Legacy Planning Strategies are Essential to Wealth Management.
Control Where Your Money Goes
Control Where Your Money Goes
Business Succession
Business Succession
Managing the Probate Process
Managing the Probate Process
Building a Legacy for You and Your Loved Ones.
We understand that estate planning is not just about preserving your assets. It is also about preserving the future for the people and causes you care about. Our team is here to listen to your wishes and help you design a plan that feels right for you and your loved ones.
At every phase of estate planning, we integrate best practices to preserve your wealth, minimize estate taxes, and distribute your estate. Our focus is to ensure that everything from trusts*, business successions, and charitable contributions is managed with care and according to your desires.**
*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
**Retirement planning is one of the biggest burdens carried throughout life. The goal of creating the right plan is to enjoy financial prosperity now and in the future. Simply knowing you have a plan in place provides confidence for your future.
Estate & Legacy Planning Resources
Why Choose Maxem Wealth Advisors?
Estate and legacy planning are not just about creating a plan for after you’re gone. It’s about planning for the unexpected and for what will happen while you are here. We are professionals in wealth management and take a holistic approach to looking at your entire life to ensure your estate is preserved and disbursed as planned.
