Estate &
Legacy
Planning

Develop a lasting impression based
on your most important values.

Estate & Legacy
Planning

Develop a lasting impression based on your most important values.

Someone is going to have to make these decisions. It may as well be you.


You’ve spent your entire life building wealth, and you want to ensure your loved ones are taken care of.


DISCOVER OUR PROCESS

Estate & Legacy Planning Services


From basic to advanced strategies, we believe estate planning is critically important, and often overlooked.

A solid charitable giving strategy is a win-win.

Many clients create plans and then put them on a shelf. However, as your financial status and family dynamics change, not to mention estate and income tax laws, it’s important to review your plan periodically to ensure it still fits your needs

Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction.  We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend.

Charitable giving can range from the simple (writing a check) to the very complex (creating a family foundation). Through our intentional planning process, we help you prioritize and maximize your charitable gifts so you can feel good about the impact you are making.
 
We can also help you create a charitable giving policy. We’ll explore the causes that are most near and dear to you, identify potential charitable organizations that represent those causes, and then proceed with the best way to personally and financially support them. This may include gifting during your lifetime as well as through your estate.

From basic to advanced strategies, we believe estate planning is critically important, and often overlooked.

Many clients create plans and then put them on a shelf. However, as your financial status and family dynamics change, not to mention estate and income tax laws, it’s important to review your plan periodically to ensure it still fits your needs

Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend.

A solid charitable giving strategy is a win-win.

Charitable giving can range from the simple (writing a check) to the very complex (creating a family foundation). Through our intentional planning process, we help you prioritize and maximize your charitable gifts so you can feel good about the impact you are making.

We can also help you create a charitable giving policy. We’ll explore the causes that are most near and dear to you, identify potential charitable organizations that represent those causes, and then proceed with the best way to personally and financially support them. This may include gifting during your lifetime as well as through your estate.

Serving as trustee is a big job. We can help.

Planning for your most vulnerable family member.

Being a trustee carries with it a lot of responsibilities and work. You are responsible for managing and implementing the financial affairs of someone else. Your trustee duties may include managing the estate, safeguarding and distributing assets, overseeing the accounting, paying taxes, and keeping the beneficiaries informed, among others.
 
As trustee one of your responsibilities is to safeguard the trust assets. To assist you in managing trust investments wisely and in minimizing risks, you may delegate some of these responsibilities to an independent wealth advisor. We can take some of this work off your hands, serving as co-fiduciary and providing the appropriate documentation that trustees are required to maintain. 

We are experienced in special needs planning and are equipped to help ensure financial security and protection for your loved one. We will coordinate with your team of advisors to ensure there is a reliable, long-term solution for your greater peace of mind.

Serving as trustee is a big job. We can help.

Being a trustee carries with it a lot of responsibilities and work. You are responsible for managing and implementing the financial affairs of someone else. Your trustee duties may include managing the estate, safeguarding and distributing assets, overseeing the accounting, paying taxes, and keeping the beneficiaries informed, among others.
 
As trustee one of your responsibilities is to safeguard the trust assets. To assist you in managing trust investments wisely and in minimizing risks, you may delegate some of these responsibilities to an independent wealth advisor. We can take some of this work off your hands, serving as co-fiduciary and providing the appropriate documentation that trustees are required to maintain. 

Planning for your most vulnerable family member.

We are experienced in special needs planning and are equipped to help ensure financial security and protection for your loved one. We will coordinate with your team of advisors to ensure there is a reliable, long-term solution for your greater peace of mind.

Mission Wealth offers more than Estate & Legacy Planning.

Learn more about our other services.

  • You Dream. We Deliver. Together.

    Let’s have a conversation.
  • You Dream. We Deliver. Together.

    Let’s have a conversation.