Comprehensive Estate Planning Strategies

A legacy that transcends more than just money.

What is estate planning?

Estate planning is defined as "the preparation of tasks that serve to manage an individual's financial situation in the event of their incapacitation or death." (Kagan, 2021). 

Financial Strategies For Your Estate Plan

We believe that creating a strong estate plan begins by properly analyzing the value of your estate, which includes your income, assets, debts and tax liabilities.

The cornerstone of any comprehensive plan revolves around sound investments and financial advice. Monitoring that plan's efficiencies in changing times keeps those cornerstone values intact.

Estate Planning For Business Owners

M Financial specializes in estate planning strategies for our business owner clients. We help you understand and manage the unique issues you face. We also help you transition your business from one generation to the next so both your company and your legacy can live on as you intended.

To learn more about our estate planning services, please contact us today.

M Financial Planning Strategies and LPL Financial do not offer legal advice or services.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.