Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

MarsJewett uses simple and sophisticated estate planning techniques to help you plan for your personal well-being while you are living and for that of your family and loved ones after you are gone. 

Structuring an appropriate plan can allow you to maintain control while you are living, disabled or deceased. Your plan can empower trusted family members, friends and advisors to continue your affairs without unnecessary legal red tape, publicity, or delay. The goal is for you to have a say in how others can act swiftly, responsibly, and with authority when their assistance is required.

Estate planning tools, including carefully drafted wills, trusts, durable powers and targeted insurance strategies may be necessary to assist you maintain control and provide for family. It is an important area of understanding and we have extensive experience working with family members, attorneys and CPAs to assist you.

One area of concern is the orderly transfer of your estate to your heirs while minimizing taxes, fees, and expenses. Another might be to provide resources for unavoidable tax obligations while preserving your net worth for your family. Without careful planning, a large portion of your estate could be vulnerable to unnecessary taxation.

Your MarsJewett team can help you understand your planning options, and we will work closely with your attorney and CPA (or work with our own carefully selected network of professionals) to assist you.

EDUCATIONAL RESOURCES

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...