A Lasting Legacy

Devising an estate plan may not be at the top of your "to do" list, yet it plays a vital role in securing your family's financial future. A properly planned estate can:

• Protect the assets you have accumulated over the years
• Help ensure that your assets pass on to your beneficiaries as you intended
• Enable faster transfer of assets by avoiding or at least accelerating probate
• Provide for the continued financial security of your family
• Keep the IRS from getting too much of the inheritance left behind.

Meritage Wealth Management can help you determine the best plan of action for you and your family, and help you set up the appropriate arrangements and estate planning tools you need to help ensure your wishes are followed as you intend. We assist clients in positioning assets with estate taxes in mind. Our planning attorneys can also assist in creating appropriate trusts and endowments.