Estate Planning &
Risk Management

Develop a lasting impression based
on your most important values.

Estate & Legacy
Planning

Develop a lasting impression
based on your most important values.

We help you create a plan so your loved ones will be well cared for – maximizing the impact of your charitable gifts.


Our Estate Planning & Risk Management Services Include:


  • Estate Plan Review
  • Trustee & Fiduciary Support
  • Family Legacy Planning
  • Intergenerational Family Financial Education
  • Risk Management Review for Life, Disability & LTC Insurance
  • Charitable Planning
  • Trustee Services
  • Property & Casualty Insurance Review (HUB)
  • Cyber Security Insurance (HUB)

We help you create a plan so your loved ones will be well cared for – maximizing the impact of your charitable gifts.


Our Estate Planning & Risk Management Services Include:


  • Estate Plan Review
  • Trustee & Fiduciary Support
  • Family Legacy Planning
  • Intergenerational Family Financial Education
  • Risk Management Review for Life, Disability & LTC Insurance
  • Charitable Planning
  • Trustee Services
  • Property & Casualty Insurance Review (HUB)
  • Cyber Security Insurance (HUB)

Are you looking to create a plan to leave your estate to heirs or to charity, while minimizing taxes and maximizing lifetime giving?


We provide clarity and direction, ensuring your wishes are carried out.

Are you looking to create a plan to leave your estate to heirs or to charity, while minimizing taxes and maximizing lifetime giving?


We provide clarity and direction, ensuring your wishes are carried out.

More About Our Estate Planning &
Risk Management 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.

READ MORE: Legacy Planning – How to Leave a Lasting Legacy

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.

READ MORE: Charities & IRAS: Your Questions Answered

More About Our Estate Planning
& Risk Management Services


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.

READ MORE: Legacy Planning – How to Leave a Lasting Legacy


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.

READ MORE: Charities & IRA’s: Your Questions Answered

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. 

READ MORE: Preparing to be a Trustee

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.

Intergenerational family financial education to get your family informed and on the same page.

Wealth coaching for our clients’ children to get them on the right track.

We are experts in planning and investments so you don’t have to be. We will help educate you, at your pace, so you can feel confident and informed as you make decisions.

At your request, we will also spend time educating your other family members. It’s never too soon to teach your adult children and grandchildren good money management skills and habits!

We offer complimentary planning services to the adult children of our clients, including basic investment education. We can show them how to save for their first home or help them plan their own retirement. Good money habits start early, and we are here to help educate them and get them on the right track.

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. 


READ MORE: Preparing to be a Trustee


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.


Intergenerational family financial education to get your family informed and on the same page.

We are experts in planning and investments so you don’t have to be. We will help educate you, at your pace, so you can feel confident and informed as you make decisions.

At your request, we will also spend time educating your other family members. It’s never too soon to teach your adult children and grandchildren good money management skills and habits!


Wealth coaching for our clients’ children to get them on the right track.

We offer complimentary planning services to the adult children of our clients, including basic investment education. We can show them how to save for their first home or help them plan their own retirement. Good money habits start early, and we are here to help educate them and get them on the right track.

Mission Wealth offers additional services

Learn more about how we can help you!

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  • You Dream. We Deliver. Together.

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  • You Dream. We Deliver. Together.

    Let’s have a conversation.