SERVICES

Trust & Estate Planning

OUR APPROACH

Build a Thoughtful Plan

The goal of estate planning is to provide for the management and transfer of your property in the event of your death or incapacity, at the smallest financial and emotional cost to your family. A properly structured estate plan allows you to choose your beneficiaries, provide for the management of your assets, and eliminate or reduce taxes.

Without thoughtful planning, you may encounter probate issues and your assets may end up with unintended beneficiaries, face tax implications, or lack proper investment oversight.

MAI Capital Management does not provide legal advice. Consult your legal advisor who is licensed in your state who specializes in estate planning.

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TAKING CARE OF YOUR FAMILY

Transferring Wealth

  • Revocable Trust, Marital Trust, & Irrevocable Trust
  • Durable Powers of Attorney
  • Estate Taxation
  • Planning for Your Children’s Inheritance
  • Generation-Skipping Tax Planning
  • Lifetime Gifts and Charitable Gifts
  • Personal Representatives, Trustees, and Guardians
  • Asset Titling and Beneficiary Designation
  • Probate Avoidance

We look forward to learning about your financial goals.

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