• What impact will your legacy have?
  • Will your assets avoid probate at your passing?
  • Are your loved ones informed about your final wishes?
  • Will your heirs receive benefits in the most tax-efficient manner available?

Estate plans need to be designed and executed with a high level of attention to detail in order to minimize related taxes for your family and heirs, allow your assets to pass on outside of probate court, and to make sure your final wishes are carried out exactly as you planned. Even small mistakes can prove to be very expensive and invalidate legal documents. There are also many different types of trusts, which can be complex to set up and execute. At Raymond Marx Financial, we can walk you through options that may be appropriate for you and your loved ones, then work in concert with highly qualified attorneys who can draft the legal documents to remain consistent with your goals.

You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive estate plan can give you. We encourage you to contact us for a complimentary Legacy Building review.

  • Name who will handle your affairs
  • Consolidate your important documents
  • Designate who receives your real estate and valuable items
  • Consolidate and account for your investment accounts
  • Express your last wishes

Complimentary Comprehensive Financial Review