206 Boston Post Road
As experienced financial professionals, we’ve made it our life’s work to assist people in managing all aspects of their finances. We help them pursue important goals during their lifetimes, and ensure their legacies are carried out according to their desires.
Unfortunately, we have seen too many situations where people have made the mistake of assuming that a Will adequately covers the needs of a spouse or other beneficiaries. In most cases, a Will does not avoid the probate process, does not allow you to voice your desires concerning conditions on gifts or assets intended for beneficiaries, or reduce the estate’s tax liability.
Investment and estate planning is paramount for individuals with retirement assets and other investments, including real estate, businesses interests and personal property. Careful planning now can significantly assist those designated to inherit assets. Madison Investment Center can work collaboratively with you and your trusted professionals to help retain wealth and keep a greater portion of your assets from going to the government.
Madison Financial Planning and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.