Estate

Planning

Helping you anticipate your needs,

so your legacy can last for generations

Estate planning may be one of the most difficult and emotional aspects of an overall financial plan.
An understanding of the composition of the assets of an estate and the goals of the estate owner relating to their heirs and overall distribution is required to properly structure an estate.
At MFG, we will assist you in organizing your estate, deciding on dispersion strategies, and aligning a team of professionals (i.e. attorney, accountant, etc.) to help you prepare for the smooth transition of the assets that have taken you a lifetime to accumulate.
It would be our pleasure to assist you with this difficult aspect of your financial plan.