Estate Planning

Building a Solid Estate Plan:


Where do I start?

Rock-solid Financial Team

This team is generally comprised of an experienced Estate Planning Attorney, a CPA/Accountant, and a Trusted Financial Advisor.

The Planning Process

The goal is to arrange for the proper and efficient distribution of the estate, so as to minimize taxes to the surviving spouse, children and family.

Anticipating and Fulfilling Dreams

The ultimate goal of the Estate Plan is to execute the wishes of the client with regard to benefiting his or her family, protecting their estate, and providing for philanthropic giving if desired.

Estate Planning Tools & Information

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Estate Planning Terms:

Power of Attorney:

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Estate Planning Components:

Business Planning:

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Important: The information contained on this website is provided for informational purposes only. All articles, charts, brands, logos, names, or other information used is the sole property of the parties cited or referenced. The information on this website should not be construed as investment, legal, or tax advice. M3 Wealth is in no way attempting to provide investment advice. Any use of this information is the direct responsibility of the reading party and should be reviewed and discussed with their financial advisor, attorney, or CPA prior to implementation and/or use. The information contained on this website cannot be used, altered, or distributed, without the express written consent of M3 Wealth.