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

MarsJewett Announcement

MarsJewett Announcement

We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has...

Politics & Investing

Politics & Investing

The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors,...

MarsJewett Announcement

MarsJewett Announcement

We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has...

Politics & Investing

Politics & Investing

The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors,...