What Is Estate Planning?
Do I have an estate? Nearly everyone does. Your estate is comprised of everything you own—your car, home, real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. No matter how large or small, your estate is similar to everyone else's—you cannot take it with you when you die.
Planning and Arranging Your Estate
Unfortunately, we can't successfully predict how long we will live, and illness and accidents happen to people of all ages. When this happens, you will want to control how possessions are given to the people or organizations you care most about. You will, of course, want this to happen with the least amount paid in taxes, legal fees, and court costs.
At MapleCross, we want to offer you a personal relationship with an experienced financial professional. We want to help you simplify the management of your financial picture and help you reach a choice for your family. We can help manage and preserve your wealth by offering guidance in retirement, insurance, inheritance, and estate planning, thereby offering you a proactive and strategic outlook to reduce the impact of taxes.
We offer regular portfolio reviews with continued planning, advice, service, and support to help you plan for your family's future.