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Coordinated Estate Planning

Considering your future legacy is an important part of managing your wealth. We embrace sensitive topics like your mortality and the management of your financial resources once you have moved on to a better place.

Planning Your Legacy

Your advisor will develop a deep understanding of your wishes, creating strategies and a plan that direct your financial legacy during your life and after you have passed on. 

  • Building and preserving your legacy for your heirs
  • Supporting the causes you care about with charitable giving while you are alive and through bequests after your death
  • Discussing strategies for your wills and trusts

Contact Us

Let’s talk about your vision for the future. Schedule a meeting with one of our experienced advisors to see if MSMF.