Insights
Estate Planning
Wills, trusts, beneficiaries, probate and wealth transfer, including new laws and the opportunities they create.
Estate Planning
Preparing Heirs for Wealth: The Missing Piece of Estate Planning
Many families spend decades building wealth with the goal of creating financial security and opportunity for future generations. They work diligently to save, invest, and develop thoughtful estate plans designed to transfer assets efficiently.
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Estate Planning
Responsibilities of an Executor of an Estate
Clients often come to us with questions on estate planning. We at MCF are here as a guide and resource to help you navigate the decisions you must make while drawing up your estate plan. One decision you must make when estate planning is choosing an executor. Someone you trust…
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Estate Planning
All About the Probate Process
By: Matt Rose, CFP®, Financial Advisor When it comes to estate planning, it is important to structure your assets to pass efficiently and effectively to your beneficiaries. To be best prepared to do this, one must understand the probate process. Probate is a legal process that…
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Estate Planning
Reviewing Your Beneficiary Designations
By: Sean T. Lamanna, CFP ® , Financial Advisor Three areas continually change over the years: your balance sheet, family dynamics, and the law. That is why reviewing your estate plan on an annual basis is integral to maintaining a desired outcome. Although all three of these…
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Estate Planning
MCF Insights: An Estate Planning Primer for Business Owners
Business owners have enough responsibilities when it comes to managing their business and personal finances. There is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. However, it is the one…
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