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

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

Covid Operational Update November 2020

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...

October 2020 T. Rowe Price Webinar Notes

October 2020 T. Rowe Price Webinar Notes

On October 15th we had the chance to host a Zoom webinar with Chris Dillon, CFA, MBA, Investment Specialist for T. Rowe Price (TRP). Chris works in the Multi-Asset Division of TRP and communicates their investment philosophy with clients. We hosted a Q&A whereby...

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

Covid Operational Update November 2020

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...