Estate & Trust Planning

You need a sophisticated estate plan.

Planning for the distribution of your assets following your death is just one concern. Another is your retirement and the accumulation, conservation and enjoyment of the assets you’ve acquired throughout your lifetime. The continuity of a family-owned business is yet another consideration.

You’ll be in good hands at MJM Financial Advisors, LLC because we have extensive experience developing sophisticated estate plans for wealthy individuals and families like yours.

We will work with you and your attorney to design a customized estate plan that conserves your estate while reducing potential tax liabilities. We offer a full range of estate planning, business succession planning and wealth transfer services to help you accomplish your wealth transfer goals.

A good estate plan typically isn’t static. Tax laws, net worth, family dynamics, and other key circumstances change. We suggest changes to keep your plan up-to-date. The MJM process puts you in control of your planning.

Estate and Trust Planning Process

  1. We help you set your wealth transfer goals and provide you with a clear and complete understanding of your estate and any existing plan.
  2. We identify the structures and techniques that may be useful in addressing key issues such as estate tax, second and third generation productivity and asset protection. In doing this, we often create financial models to illustrate different scenarios that help you evaluate the trade-offs, so you make decisions that are good for your family and finances.
  3. We help you understand and implement your estate and trust planning strategies.
  4. We monitor and review your plan’s progress, applying objective standards to ensure your goals are met.

If you have not retained competent legal estate counsel, we will recommend an experienced attorney to draw up all legal documentation.

Learn more about Personal and Family Wealth Planning:

We invite you to contact us to learn more about how we can assist in your wealth management needs.