Estate Planning

Estate Planning is usually facilitated by a "rock solid" financial team comprised of: an experienced Estate Planning Attorney, an Accountant, and an Insurance Professional or Financial Guide. All of these financial experts must be available to develop the most comprehensive and effective Estate Plan. M3 Wealth has the strategic relationships with several reputable attorneys and accountants to assist you with this type of planning!

Estate planning is the process of anticipating and arranging for the proper distribution of an estate, so as to minimize estate taxes to the surviving spouse and family in the future. The Estate planning process attempts to eliminate any uncertainties over the administration of probate, and focuses on maximizing the value of the estate by reducing taxes and other expenses. However, the ultimate goal of estate plan is dictated by the specific goals of the client, and may be as simple or complex as the client's needs or goals specify. Guardians are often designated for minor children, whereas beneficiaries and trustees are designated to manage the future affairs of the estate.

Estate Planning Tools & Information

Estate Planning Terms:

Power of Attorney:

  • 1revocable.png
  • 2Irrevocable.png
  • 3probate.png
  • 4Heirs.png
  • 5executor.png
  • 6trustee.png
  • 1POA.png
  • 2Durable.png
  • 3Healthcare.png

Estate Planning Components:

Business Planning:

  • 1livingtrust.png
  • 2livingwill.png
  • 3insuranceplanning.png
  • 4crummy.png
  • 5Legacy.png
  • 6Charitable.png
  • 1BusinessSuccession.png
  • 2BusinessExit.png