Your estate is made up of assets, such as your home, vehicles, other property, investments and savings that you have acquired. Estate planning is the process of arranging those assets and your personal affairs in a manner that best serves you and your family, now and in the future.
Thorough estate planning can help give you confidence knowing that your assets are secure and your affairs are in order. Markey Wealth Management understands that this can be a sensitive matter and your loved ones will not be burdened by paperwork and confusion during emotionally trying times.
We can help you create and implement an estate plan that meets your goals today and protects your family legacy. Our practice works closely with your attorney who prepares the legal documents that protect and distribute estate assets to loved ones and charities as designated. If you do not have an estate planning attorney, we can refer you to a professional who specializes in this area.