Securing Your Retirement Webinar, 10/2 11:30AM PST 

Register Here

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

Back to the Future: The World in 2030

Back to the Future: The World in 2030

The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...

All Resources