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ESTATES AND TRUSTS SERVICES

 

 

MW&Co.

Estates and Trusts

 

You worked hard to build your wealth and we are comitted to helping you plan for the future of your estate.

 

We will guide you and your loved ones through the complex estate settlement process. Our goal is to simplify the administration, minimize cost including taxation and transition your wealth to the ones you care about most.

 

We pride ourselves on building strong relationships with our clients and want you to be able to count on us. While the subject of estate planning is difficult for many to discuss we want to be able to break down those barriers and engage all family members with the goal of achieving peace and harmony.

 

We focus on you so you can focus on your family.

 

Your Wealth - Your Family - Your Legacy

 

 

Estate and Trust Services

 

Have a question? Contact us today!

     

Planning your estate:

  • Comprehensive estate planning
  • Charitable gift planning
  • Advisory of trust and will planning
  • Life Insurance planning
  • Planning for disabilities

 

Estate Administration:

  • Estate and trust administration
  • Executor assistance services (*E-Assist)
  • Power of attorney (property) support services
  • Estate administration tax (EAT) planning & compliance
  • Executor and power of attorney (property) appointments (available on a case by case basis)

 

Learn more:                        OUR SERVICES

 

 

 

 

We give you the ability to live the life you want today,

while preparing for the life you want tomorrow. 

 

Let us show you how we can help

 

CONTACT US