Estate & Legacy Planning

It’s essential to begin financial planning as soon as possible. Whether you're earning your education or preparing to retire, creating a sound financial plan with the advisors at MaxWealth Management can work toward keeping you on track.

Legacy planning is something many people overlook. Still, it is one of the most fundamental criteria for keeping your affairs in order. Taking this step now can give you the confidence that your wishes will be honored in the future. It may also greatly simplify the process for your loved ones during a most emotionally difficult time. In short, estate planning legally expresses how you want all your assets to be allocated when you die.

Our experienced financial professionals at MaxWealth Management can help you navigate the many facets of legacy planning. Additionally, we work with attorneys and accountants to ensure everything is in place to distribute assets accordingly.

We at MaxWealth Management can assist you with any or all of the following elements:

• Managing life and disability insurance
• Specifying who will inherit your assets
• Protecting children and loved ones with special needs with a care plan
• Reducing the tax burden for heirs
• Establishing who will control your finances and affairs when you are unable

Let's Begin Today

Contact our friendly MaxWealth Management team at (855) 919-2207. We are committed to helping you put in place the financial protection you need for tomorrow.