The Mission Wealth
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.
Your legacy isn’t just about your assets. It is about helping your heirs think about their own relationships to money in more meaningful ways based off the lessons you learned over the years....July 18, 2019
Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. But if you put off your legacy planning too long, you run a real...December 21, 2018