• Phone: 352-338-1560
  • Fax: 866-536-5711

Estate Planning

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. At Markey Wealth Management, we understand that this can be a sensitive matter. 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 and has successfully helped many of our clients.

Charitable Giving

Charitable giving can help reduce your tax burden, but for most people, the benefits of giving extend far beyond tax breaks. It is a way they can allocate assets or a percentage of income to support causes they believe in. Many people also want to support efforts that improve the quality of life within their own community.

If you’re itemizing your tax return, you can report the dollars you contributed to charity for a deduction in your taxable income. There are many more choices that can be made as part of your comprehensive estate planning. Our team is knowledgeable about the tax guidelines for giving. We can help answer your questions and offer strategies for charitable giving that align with your values and lifelong goals.